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.
SEC 'Continues to Wrestle' With Target-Date Fund Risk Rule: IM's Grim
By Melanie WaddellFormer SEC Commissioner Wallman urges IM to "tackle" TDF risk disclosure rule.
February 17, 2017
Can the Trump Stock Rally Last?The stock market has already discounted large corporate tax cuts, but there are signs the cuts could be delayed or reduced in scope.
February 17, 2017
FINRA Panel Says UBS Must Pay $9M to Puerto Rican Muni InvestorThe arbitration ruling comes just one month after an $18 million ruling, with more decisions expected.
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.