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.
GOP Proposes to End Big Tax Break for Democratic States
By Sahil KapurRepublicans want to end state and local income tax deduction from federal taxes. New York, California and New Jersey taxpayers would be hit hard.
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.
April 09, 2017
RIAs Now the Biggest Driver of ETF Asset Growth: BroadridgeA new report says fee-based RIAs have replaced institutional investors as the leading force behind the growing demand for ETFs.