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.
Puerto Rico Files for Historic $70 Billion Debt Restructuring
By Michelle Kaske, Jodi Xu Klein, Bloomberg, Andrew Dunn, BloombergThe proceedings will dwarf Detroits record-setting bankruptcy.
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.
April 28, 2017
Congress Does Bare Minimum to Keep Government Open Next WeekThe stopgap funding bill averts a shutdown on President Trumps 100th day in office; lawmakers to continue talks on a broader financing bill.
April 28, 2017
Mnuchin's Ultra-Long Bond Bid Hits Wall Street RealityInsurers might love to hold on to bonds for 50 years, but how would banks feel about that?