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.
DOL Fiduciary Rule’s Cost for 9 Investment Advice Players: From IBDs to RIAs
By Michael S. FischerA.T. Kearney study sees big asset shifts across formats with IBDs getting walloped.
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.
September 13, 2016
Has the Bond Market Peaked?The broad strengthening this year in the bond market doesnt normally happen, and the market will recalibrate at some point, Schwabs Kathy Jones said.
September 13, 2016
Pensions are in the worst shape in 15 years; Thanks, FedCorporate pensions have only enough money to cover 76 percent of their $2.1 trillion of liabilities.
September 13, 2016
Pensions are in the worst shape in 15 years; Thanks, FedCorporate pensions have only enough money to cover 76 percent of their $2.1 trillion of liabilities.
September 12, 2016
JPMorgan's Dimon Says It's Time for Fed to Raise Interest RatesJPMorgan Chase's chairman and CEO said a "return to normal is a good thing" in his call for a rise in interest rates.
September 12, 2016
Berkshire Accused of 'Siphoning' Funds in Workers' Comp SuitA New York bicycle courier company has accused Berkshires Applied Underwriters of running a reverse Ponzi scheme.
