Mutual Funds
Stay on top of mutual fund news, including in-depth articles and analysis on stock, bond and balanced funds, as well as target date funds and more.
UBS Launches Products Tied to UN Development Goals: Portfolio Products
By Emily ZulzFour new mission-driven issuers join the ImpactUs Marketplace, while SummerHaven launches a liquid private equity index.
September 14, 2017
SEC Continues Crackdown on Mutual Fund Share ClassesSEC is acting against two firms over their use of more expensive Class A shares and 12b-1 fees.
September 13, 2017
Gundlach Weighs In on ‘Wack-O’ Times in the MarketHe sees further strength in the dollar, trouble ahead tied to the reversal in QE and weak commodity prices.
September 12, 2017
The Declining Fiscal Health of America’s CitiesMunicipal revenues are expected to grow much more slowly in 2017 while expenditures remain steady and state and federal aid continues to decline.
September 11, 2017
Morningstar’s August Winners & LosersClose to 50 mutual funds get new analyst ratings from the research firm, while 95 have their ratings affirmed.
September 11, 2017
FinaMetrica Offers XYPN Members Risk Tolerance Toolkit: Portfolio ProductsIn addition, Franklin Templeton launched two new municipal bond ETFs and Sage Advisory Services added a customized laddered muni strategy.
September 08, 2017
AssetMark Launches New Retirement OfferingAssetMark Retirement Services consolidates recordkeeping, administration and asset management in one place.
September 06, 2017
Here's What Drove Strong Portfolio Performance in First HalfAnd can that be repeated? The best performing asset portfolios were overweight equities, Natixis says, leaving them with a higher risk profile.