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.
Are Index Funds Communist?
By Matt LevineIndexing is cheaper, yes, but that's because active management has positive externalities, and if no one will pay for it, those benefits will disappear.
August 22, 2016
Factor Investing: A Post-Modern Portfolio TheoryWith apologies to Harry Markowitz, why it's wise to tweak MPT by using factors offering positive return premiums over time.
August 22, 2016
401(k) Lawsuit Accuses Morgan Stanley and Board of Self-DealingA former employee says Morgan Stanley knows exactly who should buy its worst performing funds: the banks own workers.
August 19, 2016
Morgan Stanley, board accused in suit of 401(k) self-dealingA lawsuit against Morgan Stanley in Manhattan highlights a friction that exists at financial-services firms that put employees into their own products.
August 19, 2016
Index Funds Outperforming, and Outlasting, Active Funds: MorningstarMorningstar concludes that mutual fund and ETF fees are the "only reliable predictors" of fund investing success.
August 18, 2016
How to Invest Like a Billionaire (if You Are One)Remember, billionaires make specific investments for reasons that have nothing to do with saving for a house or college or a secure retirement.
August 17, 2016
Treasuries Gain as Minutes Show Fed Officials Split on Rate HikeFinancial markets had been expecting a more hawkish outlook for rates, but instead the minutes showed a multitude of opinions on when to hike.
August 16, 2016
Fund Managers Reduce Cash Positions, Boost Equities: BofA Merrill SurveyThe August BofA Merrill Lynch fund manager survey shows more optimism about the global economy and equities, especially U.S. and emerging market stocks.