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.
Dalbar: Active or Passive Funds? 12 Factors to Consider (Beyond Fees)
By Janet LevauxDalbar crunches the numbers and weighs pros and cons of the fund types over time, and the results should surprise advisors and their clients.
February 17, 2017
Lincoln Financial, AIG Launch Fee-Based Annuities: Top Portfolio ProductsIn other product news, Tortoise, IndexIQ and First Trust launch new ETFs.
February 15, 2017
Who’s Up, Who’s Down in Latest Morningstar RatingsMorningstar analysts have taken a fresh look at nearly 100 funds, giving just one an upgrade.
February 14, 2017
Bond Ratings: 3 Mistakes Investors MakeWhile bond ratings can be useful, they can also lead inexperienced or nave investors to have a false sense of security.
February 12, 2017
Gabelli Launches Food of All Nations Fund: Top Portfolio ProductsIn other product news, DoubleLine launches the DoubleLine Shiller Enhanced International CAPE Fund.
February 12, 2017
Low Volatility Could Mean ‘More Extreme’ Stock Pullback: Schwab’s Aguilar"The market has run up too quickly, too fast," and investors need to start seeing evidence of real growth, Schwab equity CIO Omar Aguilar says.
February 10, 2017
LPL CEO Says No Way on Pure RIAThe IBD discusses strategy and the impact of recent high-profile departures during its Q4 earnings call.
February 09, 2017
Northwestern Mutual Wealth Management Hits $100B in AUMNorthwestern Mutuals client investment AUM has more than doubled from 2006 to 2016.