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.
Banks See Higher-Rated Bonds Beating Junk Debt for First Time Since 2020
By Olivia RaimondeBofA recommends higher-rated bonds over junk debt as rates, earnings and issuance challenge credit this year.
December 25, 2023
Nothing Beat Owning the S&P 500 This Year"It's like we're almost in a melt-up," said David Kudla, founder of Mainstay Capital Management.
December 21, 2023
These Stock Forecasters Nailed This Year's Rally. Here's What They See for 2024"We talked about the market maybe making new highs and people thought we were crazy," said Carson Group's Ryan Detrick.
December 21, 2023
9 Best-Performing Large-Growth Funds of 2023: MorningstarFunds that invest in big companies have outperformed the overall stock market by 10.1 percentage points this year.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.
December 19, 2023
10 Dividend Stocks to Buy Now: MorningstarIn this analysis, yield is less important than reliable and durable dividends in companies with competitive advantages.
December 19, 2023
El-Erian: Fed Has a 'Real Problem'The markets expect rate cuts next year, even though Fed officials have pushed back against such expectations.