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’s White: No SEC Fiduciary Rule Coming Before January
By Melanie WaddellIn her final House Financial Services panel testimony, White also said that the agency is still significantly underfunded.
November 09, 2016
With Trump, GOP in Control, Investment Strategists See Volatility, UncertaintyJPMorgans David Kelly thinks Trumps bigger proposals will be modified by establishment Republicans.
November 08, 2016
Investing in ESG, SRI or Impact Funds? Do You Know the Difference?Demand for investments that have a social dimension beyond profits is growing, but do advisors understand all the different labels?
November 07, 2016
5 ETF Trading Tips to Help Limit RisksThe time of day is important as is the use of limit orders when trading ETFs, according to Morningstars head of Global ETF Research.
November 02, 2016
Fund Giant Vanguard to Open Tech Lab in 2017Philadelphia will soon be home to the Vanguard Innovation Center, according to CEO Bill McNabb.
November 02, 2016
Merrill Kills Mutual Fund Sales in IRAs; DOL Rule Sparks MoveThe wirehouse says it is making the move to get ahead of the April 2017 DOL fiduciary deadline.
November 02, 2016
Pensions, Endowments Reap Best Quarterly Returns Since 2014Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
November 02, 2016
Top Portfolio Products: Envestnet Introduces Climate Change, ESG and Gender Lens ProductsSSGA also expands ESG products with two ETFs that help investors divest from companies owning fossil fuel reserves.