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.
Schwab Throws Down Low-Cost Gauntlet on Target-Date Funds
By Janet LevauxThe 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
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.
August 15, 2016
Summer Brings $54.6B in Active Equity Fund Outflows: MorningstarStill, two fund groups are attracting assets to both their passive and active products, the research group says.