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.
Fidelity Launches Municipal Income 2025 Fund: Portfolio Products
By Emily ZulzAlso, Gurtin Municipal Bond Management launched a Municipal Social Advancement strategy.
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.
May 30, 2017
Janus Capital, Henderson Group Complete MergerThe new firm is now trading at the NYSE under the JHG stock symbol.