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.
Are Stocks Overvalued or Poised for More Gains?
By Bernice NapachOutlooks differ widely among strategists, even as many global stock markets continue to trade near recent, often record, highs.
July 10, 2017
Morningstar’s June Winners & LosersMore than 80 funds get new ratings, while one target date series is placed under review by the research firm.
July 10, 2017
280 CapMarkets Launches Muni Bond Trading and Pricing Platform for AdvisorsThe platform will provide access to essentially the entire muni market as well as price transparency.
July 07, 2017
Top 10 Best Performing ESG Funds of 2017: MorningstarWho says you have to sacrifice performance for sustainability? These 10 funds have returned more than 24% since last June, according to Morningstar.
July 07, 2017
Grantham's GMO Dissolves International Stock Team as Assets FallA more quant-focused global equity team takes over strategies; GMOs assets under management have fallen steeply in recent years.
July 03, 2017
3 Steps for Choosing the Right Broker-DealerChoose wisely: A bad fit can make it very difficult to service your clients properly without upending your business, recruiter Mark Elzweig warns.
July 03, 2017
What's Next for the DOL Fiduciary Rule?A Morningstar regulatory specialist says changes to enforcement and even a delay in the full rollout date are possible.
July 03, 2017
4 Portfolio Models to Help Advisors Segment ClientsThese models are examples of advisors acting as "buying agents" focused on the "best outcomes" for clients, says Fidelity's Sanjiv Mirchandani.