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.
Has the 2016 Stock Market Rally Stolen Next Year's Expected Gains?
By Bernice NapachStrategists say the rally in stocks since the presidential election has discounted much of the support it might get from a Trump presidency.
December 19, 2016
Natixis Plans First Target-Date Suite Focused on ESG: Top Portfolio ProductsIn other product news, Hartford Funds reduces fees on four of its strategic beta ETFs.
December 16, 2016
More Evidence That Passive Beats Active Among Mutual FundsThe latest S&P Persistence Scorecard shows that few actively managed funds remain at the top of their game three and five years later.
December 14, 2016
Fed Surprises Financial Markets, Indicating 3 Rate Hikes Next YearThe biggest impact was on the dollar, which soared while stocks rose, then fell, and Treasury yields increased.
December 14, 2016
Gundlach Sounds Fed Alarm, Warns of Selloff Near Inauguration DayA 10-year Treasury above 3% is going to hurt, the bond guru says.
December 14, 2016
DOL Rule Adds to Mutual Fund Industry HeadwindsMoodys and other analysts expect fiduciary rule to flip the balance of power as advisors adopt fee-based compensation.
December 12, 2016
Why Jack Bogle Prefers Index Funds to Index ETFsThe Vanguard founder has a message for all those advisors who favor ETFs over index mutual funds: Consider traditional index funds instead.
December 12, 2016
Despite Rising Rates, Not All REITs Are DoomedReal estate is the worst performing stock sector in the last quarter but that could change.