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.
Barclays Capital Slammed With $97M Fine for Overcharging Clients
By Melanie WaddellThe firm improperly charged certain advisory clients almost $50 million in advisory fees, the SEC says.
May 08, 2017
Active Equities’ Broken 1970s Model Needs a RenaissanceWhat is to be done? Let's start by declaring an end to Modern Portfolio Theory and looking instead to behavioral finance.
May 08, 2017
Why More Advisors Are Using Strategist PortfoliosHere's what they should look for when choosing among the increasing number of strategist firms and portfolios.
May 08, 2017
Puerto Rico Menaces Mutual Funds That Resisted Market ExodusMore than 24 mutual funds hold about $15 billion of uninsured Puerto Rico bonds, about 20% of the island's debt.
May 05, 2017
Morgan Stanley Could Cut FA Comp for Vanguard Funds: ReportBut a Morningstar executive questions the value of such a strategy for both clients and advisors.
May 05, 2017
ICI Calls on SEC to Move on Best Interest StandardAt annual meeting, President and CEO Paul Schott Stevens also pressed the new SEC to move ahead with online prospectuses and a new derivatives rule.
May 03, 2017
Top 9 Asset Managers to Work With Over Next 10 YearsA Morningstar research report identifies the qualities firms need to succeed in the future.
May 03, 2017
Money Managers' Cries of Junk-Bond Armageddon Ring AgainCertain doom may not be all it's cracked up to be.