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.
TIAA Launches Robo-Advisor With Socially Responsible Options
By Bernice NapachUnlike most other robo-advisors, TIAA Personal Portfolio offers passive, active and socially responsible investment choices.
June 02, 2017
Markets Need a 30% Stock Drop or 50% Higher U.S. Yields, Or Not.BofA says something has to give with Treasury supply building; yet hedging may explain the simultaneous bond and stock rally.
June 01, 2017
Impact Investing’s ‘Moment of Truth’ as Trump Exits Paris AccordThe head of a fossil-fuel-free mutual fund says Trump's withdrawal gives investors and companies the responsibility of reducing emissions.
June 01, 2017
Illinois Cut Near Junk by S&P, Lowest Ever for a US StateS&P also warned that the state could soon lose its investment grade status if the governor and legislature don't agree on a budget addressing deficits.
June 01, 2017
ETFs and Cash Trump Mutual Funds in Advisor UsageExchange-traded funds continue to gain popularity at the expense of mutual funds among financial advisors, according to a new survey by the FPA.
June 01, 2017
Asset Managers Remain Under Pressure Despite Pickup in Flows, Assets: Moody'sFee revenue is still falling, except at the world's largest asset manager.
May 31, 2017
Gundlach: Robos Could Cause Next Crash; Passive Mania Will WaneSpeaking at FPA NorCal, the bond king sounds off on passive investing, robos, rates and the S&P 500.
May 31, 2017
MFS Adds Funds With ‘Clean Shares’The mutual fund company is among a growing number of firms offering these lower cost shares to advisors in light of the DOL fiduciary rule.