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.
The Rise of Factor-Based Investing, aka Smart Beta, Finds Favor
By Melanie WaddellAs the launching of strategic beta ETFs reaches a record pace, Morningstar's conference explores the increasing popularity of factor investing among advisors and their clients.
September 01, 2016
Chevron 401(k) Case DismissedA case against the fiduciaries of Chevron's 401(k) plan was dismissed. Is this a harbinger for other pending 401(k) lawsuits?
September 01, 2016
Third-Party Advisor Exam Rule May Come Before Election: Ex-SEC OfficialEnhanced liquidity risk measures for mutual funds may also be in the offing, former SEC Investment Management head Norm Champ says.
August 31, 2016
MFS Cuts Fees on Target Date FundsMFS is addressing "a trend in the industry of making sure fees are reasonable and attractive," according to MFS' Ryan Mullen.
August 31, 2016
3 Trends Yield Great Prospects for Retirement Plan AdvisorsLawsuits, DOL fiduciary rule and a spate of bad news on active funds yield an unbelievable environment for new business. Here's how to take advantage.
August 29, 2016
Top Portfolio Products: Schwab, BlackRock Introduce New FundsSchwab introduced a very low-cost line of target date funds; BlackRock added a social impact bond fund.
August 29, 2016
Pershing Launches ETFs, Mutual Funds to Help Reps Comply With Fiduciary RuleThe WealthStart portfolios for emerging and mass affluent investors will be offered through Lockwood Financial.
August 26, 2016
Yellen Raises Odds of a Rate Hike as Early as SeptemberThe Fed chair told the annual gathering in Jackson Hole that the "case for an increase in fed funds has strengthened in recent months."