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.
Top Portfolio Products: AssetMark, Fi360’s New Tools to Help Advisors With DOL Rule
By Emily ZulzIn addition, Vestmark unveils a new robo platform and Envestnet to integrate with MoneyGuidePro.
October 20, 2016
Vanguard Sees Flood of Advisor Assets, Now at $1.3 TrillionMoney from brokers and independent advisors now account for about one-third of Vanguards total assets and about 50% of this years inflows.
October 19, 2016
Why Buying Mutual Fund Winners Can Hurt Portfolios: CFRATodd Rosenbluth, director of ETF and mutual fund research at CFRA, explains why funds can lead, then lag over a short period of time.
October 17, 2016
Goldman Says U.S. Bondholders Risk a $1.1 Trillion Hit if Rates SpikeA 1% increase in interest rates could inflict such a mega loss in the Bloomberg Barclays U.S. Aggregate Index, according to Goldman analysts.
October 17, 2016
REITs Poised for More Gains, Driven by DemographicsMillennials and seniors are seen as key drivers for the REIT market, underpinning demand for multi-family housing and senior care facilities.
October 14, 2016
As SEC’s Money Market Rules Begin, Advisors Warned of ComplexitiesInvestors should consider impact of new rules, including the deteriorating purchasing power protection of money funds, says PIMCOs Schneider.
October 13, 2016
SEC Imposes ‘Sweeping’ Liquidity Rules for Mutual Funds, ETFsIn what Mary Jo White called a transformative change, funds will need to report to the Commission on their holdings.
October 10, 2016
Sizing Up Where Clinton & Trump Invest Their MoneyLooking at the candidates personal portfolios based on financial disclosures filed with the Federal Election Commission.