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.
Citi to Return $22.5M in Excess Fees
By Janet LevauxThe reimbursement, ordered by the New York Attorney General, affects about 47,000 mutual fund clients.
January 12, 2017
Vanguard Opens Behavioral Research Center: Top Portfolio ProductsIn other product news, new funds launched from Westwood Funds, Praxis and Symons.
January 09, 2017
FHA to Cut Fees, Lowering Rates for First-Time Home BuyersThe change, which Trump could reverse when he takes office, reduces annual insurance premiums by 0.25%.
January 09, 2017
Goldman Strategists Decry as ‘Fake News’ a Rotation From Bonds to StocksGoldman expects a minimal shift away from debt into equity because of investment restrictions and other factors.
January 08, 2017
ProShares, UBS Launch 2 Oil-Linked ETNs: Top Portfolio ProductsIn other product news, Thornburg launched its first liquid alternative fund.
January 05, 2017
Bob Doll’s 10 Predictions for 2017Nuveens chief equity strategist expects stocks will outperform bonds but peak in the first half of the year.
January 05, 2017
Out With the Old, In With the Young: Vanguard Launches 2065 FundTodays 18-year-olds starting at their first job with their first 401(k) have a new retirement option.
January 04, 2017
3 Investment Ideas for 2017: Searching for Alpha for January 2017While the animal spirits certainly have more tricks up their sleeves, there will be opportunities to add to the stellar gains of 16.