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.
December Fed Rate-Hike Odds Slide Below 70% on FBI Clinton Probe
By Yun Li, Bloomberg, Andrea Wong, BloombergOne trader explains that if Trump wins the election, stocks could suffer, causing the Fed to delay a rate hike
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.
October 21, 2016
Why Corporate America's Debt Is a Major RiskSocit Gnrale says U.S. companies are massively overspending to finance buybacks, whose impact on stock prices is limited.
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.