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.
Here's What Drove Strong Portfolio Performance in First Half
By Bernice NapachAnd can that be repeated? The best performing asset portfolios were overweight equities, Natixis says, leaving them with a higher risk profile.
September 05, 2017
Evidence Mounts for Green Bonds Outperforming: HSBCThe U.K. bank found that green bonds trade closer to their benchmarks than regular debt from the same issuer.
September 05, 2017
Russell Taps Michelle Seitz as CEOSeitz, the former head of William Blair Investment Management, has been in the business for three decades.
September 01, 2017
Security Benefit Adds 9 Funds to Variable Annuities: Portfolio ProductsAlso, Turner Investments acquires Elkhorn Capital Group and plans new products.
August 31, 2017
7 Top Online Brokerages: KiplingerKiplinger ranks firms based on commissions, investment choices, tools, research, ease of use, mobile access and advisory services.
August 29, 2017
Website Simplifies the Hunt for Mutual Fund Fact SheetsMost advisors spend several dreary hours a week searching for fund fact sheets. RoboWholesaler helps streamline the process.
August 28, 2017
Active Funds Are Performing Better — for NowMorningstar's Active/Passive Barometer shows better performance by active funds this year but not long term.
August 28, 2017
Why Gold Is Trouncing Stocks This YearGold prices have surged $100 an ounce over the past seven weeks, closing Friday at their highest price in almost three months.