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.
A Look Inside LPL’s DOL Fiduciary Strategy
By Emily ZulzWhether the rule is enforced Jan. 1 or not, the IBD will go forward with its new compliance tools, LPL's Bill Morrissey told ThinkAdvisor.
July 31, 2017
Top 10 Real Estate ETFs and Mutual FundsThe top 5 real estate ETFs have outperformed the top 5 real estate mutual funds and the S&P 500 year-to-date.
July 31, 2017
ProShares Adds Equity ETF Designed for Rising Rates: Portfolio ProductsIn other product news, Aria RetireOne announced it will start providing a fee-based variable annuity.
July 28, 2017
2 Very Different Approaches to Sustainable InvestingOne excludes ESG ratings; the other creates its own ratings using artificial intelligence and big data.
July 28, 2017
Vanguard Plans 2 New Actively Managed FundsThe Global Wellington Fund and Global Wellesley Income Fund are both international funds that include stocks and bonds.
July 27, 2017
Trump's Pick for Bank Watchdog Ripped for Pre-Crisis PerformanceRandal Quarles, a former Treasury undersecretary and private equity firm partner, would be the Fed's first-ever vice chair for supervision.
July 27, 2017
Betterment Streamlines Offerings; Cuts Fees and Minimums on Premium AccountsBetterment has eliminated its Betterment Plus offering and moved those clients into its Premium accounts.
July 26, 2017
BlackRock Says `Absolutely Critical' to Look at China BondsU.S. life and annuity issuers are major bond buyers.