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.
MFS Cuts Fees on Target Date Funds
By Emily ZulzMFS is addressing "a trend in the industry of making sure fees are reasonable and attractive," according to MFS' Ryan Mullen.
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."
August 25, 2016
Are Index Funds Communist?Indexing 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 25, 2016
Schwab Throws Down Low-Cost Gauntlet on Target-Date FundsThe ETF-based funds will cost retirement plan investors only 8 basis points, which could prompt other fund giants to cut fees even further.
August 22, 2016
Fidelity Launches Global Real Estate Fund; iSectors Adds Growth ETFThe Fidelity real estate fund launch is timed to coincide with a change in the S&P 500 that makes real estate a stand-alone sector.
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.