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.
Morningstar: Industry’s Idea of Clean Shares May Not Be Clean Enough
By Nick ThorntonWhile clean shares can be expected to be embraced by more fund companies, they present new challenges for brokers and advisors.
July 24, 2017
Seward & Kissel Launches Regulatory Compliance Service: Portfolio ProductsAlso, GuideStone Funds introduces a strategic alternatives fund and USCF launched two three-times leverage oil funds.
July 24, 2017
Bob Doll Sees Stocks Rising; Scores His 10 PredictionsNuveen's top equity strategist acknowledges investor worries but expects global growth will be strong enough to push equities even higher.
July 21, 2017
Morningstar, MMI Launch Sustainable Investing InitiativeThe program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
July 20, 2017
Fear Keeping Investors’ Cash Levels High: Merrill SurveyFund managers worried about a shock coming from bond markets or central banks.
July 20, 2017
If You’re an Asset Manager Embracing Change, the Future Is Bright: CerulliThe traditional distribution model is changing and managers must find ways to stay relevant, according to Cerulli.
July 17, 2017
IndexIQ Lowers Fees for 3 Currency-Hedged ETFs: Portfolio ProductsAlso, OppenheimerFunds and Direxion add ETFs; Harvest and Foundation Source launch continuing ed programs.
July 14, 2017
Vanguard Proposes Fund-Advisor ChangesThe proposals were sent to the SEC on the same day the firm announced that CIO Tim Buckley would become CEO in January.