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.
El-Erian Says Trump Loses Capital by Tackling Health Care First
By Katherine Chiglinsky, Lisa DuAllianz's chief economic advisor says Trump's focus on health care may reduce the odds of achieving tax reform this summer.
March 09, 2017
Voya to Pay $3.1M for Not Disclosing Payments Tied to Fund SalesThe advisor group will pay penalties for failing to tell clients about revenue collected from a third-party BD, the SEC said.
March 08, 2017
Gundlach: Fed to Raise Rates ‘Until Something Breaks’The DoubleLine CEO is bullish on some emerging-market debt and Asia equities; bearish on Europe.
March 06, 2017
Betterment Rebuffs Buffett, Says Sage’s Advice ‘Doesn’t Work Anymore’CEO Jon Stein makes the case that he can top Vanguard index funds, and advisors, in a heated CNBC interview.
March 06, 2017
GMO: How to Build a Better Target Date FundTDFs have solved the behavioral problem of getting investors to save for retirement but not the investment one, says Peter Chiappinelli of GMO.
March 06, 2017
Standard Life to Buy Aberdeen in $4.7B Stock DealAberdeens largest shareholder will support the all-share deal, which creates a $811 billion asset manager.
March 06, 2017
Research Affiliates Launches Smart Beta Factor Valuation Tool: Portfolio ProductsIn other product news, Hartford Funds expands its socially responsible investing lineup.
March 03, 2017
Asset Managers Struggle With Outflows, Fee CompressionThe growing popularity of passive funds and poor performance of some active managers are buffeting the industry, according to a quarterly update from Moody's.