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 Acquires 40% Stake in ESG Ratings Firm Sustainalytics
By Bernice NapachThe acquisition extends a partnership with Sustainalytics, which provides the analysis for Morningstar's ESG ratings of mutual funds and ETFs.
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.
July 13, 2017
Vanguard CEO McNabb to Step DownChief Investment Officer Tim Buckley, who joined the firm in '91 as an assistant to then Chairman John C. Bogle, will become CEO on Jan. 1.
July 13, 2017
LPL Names 20 Fund Families on New Fiduciary-Friendly PlatformSome familiar names make the list of no-load mutual funds that will be offered, with several notable exceptions.