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.
Janus Capital, Henderson Group Complete Merger
By Bernice NapachThe new firm is now trading at the NYSE under the JHG stock symbol.
May 25, 2017
How a Global Equities Manager Handles the Market’s HeatRick Schmidt of Harding Loevner discusses recent investments in the face of volatility.
May 22, 2017
Smart Beta Strategies More Popular Than Ever and Growing Rapidly: SurveyAllocations to smart beta strategies jumped from 36% to 46% in one year, according to FTSE Russell's latest Global Institutional Smart Beta survey.
May 15, 2017
Who Were the Best Robo-Advisors in Q1?The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
May 14, 2017
Can This Fee Structure Save Actively Managed Funds?A new series of funds AllianceBernstein expects to launch this year charge full fees only if they outperform.
May 11, 2017
What’s More Tax-Efficient Than ETFs? Maybe a Tax-Managed FundFrank Pape, director of consulting services at Russell Investments, explains why advisors should focus on after-tax returns and favor tax-managed funds.
May 11, 2017
Templeton’s Mobius Says Low Market Volatility Tied to Social MediaTempleton investing guru says social media creates confusion; people then dismiss bad news, leading to market calm, he says.
May 11, 2017
AXA Moves to Sweat the Asset Managers in U.S. IPO PlanThe author says managers were careful not to say how much of the U.S. operations they might sell.