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.
T. Rowe Chair and CIO Rogers to Give Up Investment Role to 6 Execs
By Janet LevauxBrian Rogers will remain with the fund group as a non-executive chairman, but will pass the investing baton to others on March 31.
October 28, 2016
Economic Growth Speeds Up on Inventory, Export Boost in Q3U.S. GDP surged 2.9% in the third quarter, the biggest jump in two years and above expectations.
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.