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.
Morgan Stanley, board accused in suit of 401(k) self-dealing
By Hugh Son, Andrew HarrisA lawsuit against Morgan Stanley in Manhattan highlights a friction that exists at financial-services firms that put employees into their own products.
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.
August 15, 2016
How Long Can this Gold Rally Last?While gold prices are poised to climb to a 29-month high there are growing reasons to be cautious.
August 12, 2016
LPL Details New Mutual Fund-Only AccountsThe new accounts deliver cost benefits of direct business but with the ability to supervise that comes with LPL custody, the firm says.
August 11, 2016
Famed Investor Bill Miller Leaves Legg Mason After 35 YearsMiller to buy Legg Masons stake in his fund company LMM; move ends Millers long relationship with Legg Mason.
August 10, 2016
Should You Hoard Cash Before the Election?Gary Shilling suggests cash allocations of 30% to 50%; S&P's Sam Stovall says holding cash makes sense. But there are less dramatic ways to speculate.