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.
Election Guide to Markets: 5 Areas to Watch After Results Come In
By Phil Kuntz, BloombergSeveral analysts predict a stock market nosedive if Trump wins and potential losses in pharma and financial stocks if Clinton prevails.
October 28, 2016
December Fed Rate-Hike Odds Slide Below 70% on FBI Clinton ProbeOne trader explains that if Trump wins the election, stocks could suffer, causing the Fed to delay a rate hike
October 28, 2016
Asset Managers Bleed $50B as Active-Investing Crisis DeepensAlliance, Franklin and Waddell had biggest quarterly redemptions; investor shift from active to passive funds accelerating.
October 26, 2016
A Victory for ESG? Coca-Cola Creating New Brands With Less SugarWill the move satisfy investors concerned about the dangers of too much sugar?
October 26, 2016
Active vs. Passive? No Longer an Either/Or Choice for AdvisorsThe lines are blurring as actively managed mutual funds own ETFs to provide investment exposure while also controlling costs.
October 24, 2016
Popular Paradigm: SRI, ESG Assets Continue to GrowInvestors interest in sustainable investing continues to grow; account for nearly 18% of all managed assets in U.S.
October 24, 2016
Top Portfolio Products: AssetMark, Fi360’s New Tools to Help Advisors With DOL RuleIn addition, Vestmark unveils a new robo platform and Envestnet to integrate with MoneyGuidePro.
October 21, 2016
Eaton Vance to Buy SRI-Focused CalvertThe move could add over $12 billion in assets to the fund provider, putting it over the $350 billion mark.