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.
Mutual funds bash proposed FSOC oversight
By Arthur D. PostalShould mutual funds be designated as systemically important financial institutions?
September 26, 2016
Farmland: An Increasingly Popular Alternative InvestmentA report found that more investors are buying agricultural/farmland assets to diversify and profit from growing global demand for food.
September 23, 2016
Harvard’s Endowment Loses Nearly $2B in Latest Fiscal YearThe prestigious university just reported its worst performance for its endowment since 2009, with timber assets underperforming.
September 22, 2016
DOL Fiduciary Rule’s Cost for 9 Investment Advice Players: From IBDs to RIAsA.T. Kearney study sees big asset shifts across formats with IBDs getting walloped.
September 21, 2016
Fed Leaves Rates Unchanged as 3 Members DissentThe Fed left rates steady, as expected, but it did suggest a rate hike before year-end, and three Fed members favored raising rates today.
September 19, 2016
Active U.S. Equity Funds Bled Cash in August: MorningstarActive U.S. equity funds continued to hemorrhage assets in August while their passive counterparts persisted in performing well.
September 15, 2016
Liquid Alts Eked Out Gain in AugustThe Wilshire Liquid Alternative Index returned 0.1% in August, underperforming the HFRX Global Hedge Fund Indexs return by five basis points.
September 15, 2016
Ignore These 7 Climate Change Factors at Your Portfolio’s Peril: BlackRockFinancial advisors should add climate change to the list of factors they consider when thinking about portfolio risks, said BlackRocks Richard Turnhill.