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.
Low Fees Drive Flows Into Active Funds: Broadridge
By Michael S. FischerLower-fee products pulled in virtually all net new assets in the first half, Broadridge reported.
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.
July 25, 2017
Morningstar: Industry’s Idea of Clean Shares May Not Be Clean EnoughWhile clean shares can be expected to be embraced by more fund companies, they present new challenges for brokers and advisors.
July 24, 2017
Investors Should Sit Tight When a Fund Changes Managers: MorningstarResearch by the fund analysis firm found that changes in fund management have little if any impact on fund performance.