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 Launches Exam Sweep of Advisors' Share Class Picks
By Melanie WaddellThe Share Class Initiative targets mutual fund and 529 plan share classes with substantial loads or fees, including 12b-1 fees.
July 12, 2016
3 Trends Hitting ETF IndustryMany ETF execs expect nontransparent ETFs to put pressure on active mutual fund fees in the next few years, PwC found.
July 12, 2016
No need for bond market alarm. Really!A columnist says one of the reasons yields are so low is just (just!) because insurers have to buy bonds.
July 12, 2016
No need for bond market alarm. Really!A columnist says one of the reasons yields are so low is just (just!) because insurers have to buy bonds.
July 12, 2016
Are Bonds the New Stocks?Gary Shilling says he has never bought Treasuries for yield but for appreciation. Amid low and negative interest rates, he's not the only one.
July 12, 2016
Morningstar Gives Gundlach’s Flagship DoubleLine Fund a ‘Neutral’ RatingAnalysts say the fund is led by a talented manager, but we still have questions about the funds process and firm stewardship.
July 11, 2016
Top Portfolio Products: Morningstar Adds Global Risk ModelMorningstar's risk model evaluates more more than 40,000 stocks and 10,000 equity funds to help investors understand potential risks and returns.
July 11, 2016
Emerging Market Equity Funds Stage a ComebackOne key reason they're outperforming developed market funds: limited exposure to European stocks.