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.
Money Managers' Cries of Junk-Bond Armageddon Ring Again
By Lisa AbramowiczCertain doom may not be all it's cracked up to be.
May 01, 2017
Global Macro Mutual Funds — A PrimerAmong the growing number of hedge fund-like strategies appearing in mutual fund form, investors can now choose from global macro funds.
May 01, 2017
John Bogle Gives Insights on 4 Industry TrendsSpeaking via video at Morningstar's conference, the Vanguard founder discussed indexings rise and other hot topics.
May 01, 2017
AllianceBernstein Fires CEO Peter Kraus and Removes More Than Half Its BoardKraus is replaced by former JPMorgan executive Seth Bernstein as CEO and former World Bank President Robert Zoellick as chairman.
May 01, 2017
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio ProductsIn other product news, Ivy enters the passive world with five new index funds.
April 30, 2017
These 10 Actively Managed Funds Beat S&P 500 for 15 Years: MorningstarThey are relatively low cost and more than half have concentrated portfolios and low turnover.
April 28, 2017
Pimco Liquidates Arnott-Run Smart Beta FundThe Research Affiliates fund trailed 87% of peers for the past 3 years; assets had fallen to $316 million from $4.2 billion at the peak.
April 28, 2017
Vanguard Announces Fifth Round of Fee Cuts Since DecemberThe latest round include cuts for the world's largest stock and bond funds, the Vanguard Total Stock Market Index and Total Bond Market Index funds.