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.
Liquid Alts Investors Return to Relative Value Space: Wilshire
By Michael S. FischerEquity hedge led sub-strategy performance in the first quarter, returning 1.9%.
April 17, 2017
Aspiration Drops Minimum Investment in ESG Fund to $100: Portfolio ProductsIn other product news, Brinker Capital launches "Destinations Funds," which allow the firm to lower costs and account minimums.
April 12, 2017
Think Longevity, Not Just Performance, When Buying Actively Managed FundsThe SPIVA Scorecard from S&P Dow Jones Indices found that fewer than half of actively managed equity funds survived over 15 years.
April 11, 2017
How ESG Funds Have Changed Corporate BehaviorYou really can vote with your dollars, says Janet Brown of FundX.
April 11, 2017
Gold, Yen Climb to 5-Month Highs as Investors Seek SafetyIn addition, yields of U.S. Treasuries, another safe haven asset, approached their lowest levels of the year, as prices rose.
April 10, 2017
US Pensions Are on Verge of Corporate-Bond Shopping SpreeCompany pensions are nearing a tipping point thats poised to send them on a buying spree in the U.S. corporate bond market.
April 10, 2017
Morningstar’s March Winners and LosersFunds with Medalist ratings account for about 9% of funds sold in the U.S. and some 60% of assets under management.
April 10, 2017
Trust Company of America Launches ETF Trading Platform: Portfolio ProductsIn other product news, JPMorgan Municipal Income Fund receives Socially Conscious designation from Morningstar.