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.
4 Portfolio Models to Help Advisors Segment Clients
By Bernice NapachThese models are examples of advisors acting as "buying agents" focused on the "best outcomes" for clients, says Fidelity's Sanjiv Mirchandani.
July 02, 2017
China's Bonds Are Ready to Join the World StagePortfolio managers will have a new place to look for yield.
June 30, 2017
4 Trends to Keep an Eye on in the Muni MarketRobert Wimmel, head of municipal fixed income at BMO, says to ignore the daily noise.
June 30, 2017
GMO’s Grantham: Higher Stock Prices Aren’t PermanentThe onetime "perma-bear" expects 2.7% real returns for the S&P 500 over the next 20 years.
June 30, 2017
Mutual Fund Flows Beat ETFs in June: CerulliHalf of advisors plan to increase their use of fixed income ETFs, according to Cerulli.
June 29, 2017
Nuveen Sees Rising Demand for Closed-End FundsNuveen's Anne Kritzmire explains why closed-end funds are beneficial to retirees seeking income.
June 28, 2017
Beauty Is in the Eye of the Discloser: Suggestions for CFP Board’s New StandardsWhile most reviewers are applauding the proposals, one point that astute observers make is that they take a rather soft stand on conflicts of interest.
June 28, 2017
Passive Investing May Be Nearing ‘Dangerous’ Levels: Portfolio ManagerLarry Pitkowsky of GoodHaven Capital Management explains how to best position a portfolio to differentiate yourself from the index.