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.
3 Investment Ideas for 2017: Searching for Alpha for January 2017
By Ben WarwickWhile the animal spirits certainly have more tricks up their sleeves, there will be opportunities to add to the stellar gains of 16.
January 03, 2017
SEC Issues DOL Fiduciary Rule Guidance for Mutual FundsThe guidance helps funds streamline the process of offering certain fee structures designed to achieve level compensation.
January 03, 2017
Active Investment Management Never Went AwayBut it was overwhelmed by passive investing because of its structural challenges: high costs, high turnover and management by committee.
December 30, 2016
Equity Funds Rule in 2016: MorningstarDespite some bumps during the year, stock pickers proved their worth, according to one analyst.
December 29, 2016
Uncertain Outlook for Muni Bonds in 2017The municipal bond market may have a lot more to worry about than just rising interest rates next year.
December 22, 2016
With White’s Departure From SEC, Hopefully the Bullying Will EndChair Mary Jo White is an extremely smart lawyer, but former prosecutors prosecute; too often, small firms were the victims of bullying by the SEC.
December 21, 2016
‘Dude, Where’s My Drone?’ and Other Potential Threats to Trump RallyThe Trump rally in equities has been fueled by investors who want to believe, but in 2017 they may need to curb their enthusiasm. Then there are events in the South China Sea to watch.
December 21, 2016
Has the 2016 Stock Market Rally Stolen Next Year's Expected Gains?Strategists say the rally in stocks since the presidential election has discounted much of the support it might get from a Trump presidency.