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.
Franklin Templeton Sued for Using Own Funds in 401(k) Plan
By Janet LevauxFranklin used its own funds in the plan when "better-performing and lower-cost funds were available," the lawsuit says.
August 01, 2016
Low-Volatility ETFs Are Outperforming but UntestedInvestors are pouring money into low-vol ETFs even though market volatility is down.
August 01, 2016
My Personal Fund Screening ProcessUsing the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
August 01, 2016
Top Portfolio Products: Additions and Subtractions for Direxion ETFsDirexion announced two new ETFs plus splits for five ETFs that rallied sharply and reverse splits for four that suffered large losses.
July 29, 2016
It’s Not Just Fees That Hurt Performance of Active ManagementS&P Dow Jones Indices reports that most retail mutual funds underperform their benchmarks even before fees are calculated.
July 29, 2016
Third Avenue Said to Consider Sale of Credit Fund After TurmoilThe Focused Credit Fund halted redemptions in December and spurred a selloff in the high-yield market.
July 28, 2016
Why Some New Funds Soar and Others Flop: MorningstarA new Morningstar study on new mutual funds and ETFs teases out the factors that correlate with higher returns and flows three years later.
July 28, 2016
DOL, SEC Fee Scrutiny Sparks Shift to Passive InvestingUse of passively managed funds and ETFs at indie BDs and wirehouses will continue to accelerate, says Broadridge.