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.
List of Money Managers Cutting Junk Bond Exposure Is Growing
By Natasha DoffMany cite the rich valuation of the sector, which makes it more vulnerable than other bond market sectors during a selloff.
August 16, 2017
Just Say No to the S&P 500, GMO Warns InvestorsGMO's James Montier and Matt Kadnar make the case for international and emerging market stocks over the U.S.
August 15, 2017
How 20-Somethings Invested Their 401(k)s, Then and NowThe millennials of 2015 and the Gen Xers of 1996 both invested heavily in equities, but the composition of those investments has changed.
August 15, 2017
Brokerage ‘Kickbacks’ From Exchanges Draw ScrutinyWilliam Galvin of Massachusetts has written to Fidelity, Schwab, Morgan Stanley and others asking how they route orders to exchanges.
August 15, 2017
Solving the Issues Caused by Target Date FundsTDFs make life easier for plan participants but can cause headaches for the fiduciary who is tasked with analyzing the different offerings.
August 14, 2017
Stock Market Shrugs Off Strong EarningsAlmost 75% of S&P 500 companies have reported stronger-than-expected earnings, but that hasn't led to strong gains in the market.
August 14, 2017
Saturna Capital Launches Clean Shares for Two Funds: Portfolio ProductsAlso, Carlson Capital Management adds a low-cost DFA Minnesota muni bond fund to its portfolio lineup.
August 14, 2017
2 Key Times to Invest in Actively Managed FundsWhen should advisors consider investing their client monies in actively managed funds rather than cheaper passive index funds or ETFs?