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.
SEC Updates FAQ on Controversial Fund Names Rule
By Melanie WaddellThe new FAQ signals a looser interpretation of the rule.
January 30, 2026
6 Steps to Take 401(k) Plans off AutopilotBusiness-owner clients who sponsor these retirement vehicles have a responsibility to keep them up to date.
January 28, 2026
Bond ETFs Show Up (Occasionally) on Annuity Issuer Asset ListsAnnuities are hot. Bonds are hot. ETFs are hot. How do you pair them?
January 23, 2026
Janus Henderson to Acquire Richard Bernstein AdvisorsThe acquisition aims to position Janus Henderson as a leading model portfolio and SMA provider.
January 22, 2026
T. Rowe Price Launches 'Custom Premier' RIA Model PortfoliosThe partnership with Vestmark aims to deliver tax-efficient portfolio construction capabilities across ETFs and mutual funds.
January 12, 2026
Vanguard Completes Split Into 2 Advisory BusinessesThe investment giant has created two wholly owned U.S. investment advisors.
January 09, 2026
10 Worst-Performing U.S. Stock ETFs of 2025: MorningstarMany of these funds have been underperforming for at least three years, according to analysts.
December 23, 2025
How the 10 Biggest Active Funds Performed in 2025: MorningstarMarkets overcame worries about tariffs and an AI bubble, the researcher finds, while foreign equities performed well.