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.
Pensions are in the worst shape in 15 years; Thanks, Fed
By Lisa AbramowiczCorporate pensions have only enough money to cover 76 percent of their $2.1 trillion of liabilities.
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.
September 12, 2016
Goldman and Citigroup Divided on Whether Bond Rout Will PersistGarzarelli of Goldman sees Treasury yields at 2% by early 2017; Aviva, Aberdeen join Citigroup in seeing no extended losses.
September 12, 2016
Top Portfolio Products: New Funds from Fidelity, CBOE Vest and DirexionFidelity introduced six factor-based ETFs, CBOE Vest added a defensive stock fund and Direxion launched two leveraged ETFs.
September 09, 2016
Stocks Sink With Bonds; Dollar Rallies as Complacency BrokenStocks suffer biggest drop since Brexit; S&P 500 plummets almost 2.5% Friday, but the dollar climbs.
September 06, 2016
Morningstar Names Kapoor as CEO, and DOL Fiduciary Rule Is on His MindMorningstars board of directors appointed Kunal Kapoor, the current president of the Chicago-based research firm, as its new CEO.
September 06, 2016
Dividend Aristocrats Outperform S&P 500 With Less Volatility: ReportThis index of 50 stocks has consistently outperformed the S&P 500 while exhibiting lower volatility.
September 06, 2016
The Rise of Factor-Based Investing, aka Smart Beta, Finds FavorAs 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.