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 to Put Investors’ Understanding of 12b-1 Fees to the Test
By Melanie WaddellSEC Investor Advocate Rick Fleming says the SEC will be "actively involved" in a program next year testing investors' understanding of mutual fund cost disclosures.
July 01, 2016
Treasury Yields Fall to Record Low; Further Declines ExpectedYields have been plunging to all-time lows around the world; Mohamed El-Erian says 10-year Treasury bond yield could fall to 1.25% "quite easily."
July 01, 2016
Study: Europe's insurers warming to mutual fundsIn the search for better investments, insurers are turning to less familiar asset classes.
June 30, 2016
Puerto Rico Expected to Default on Debt Even After Restructuring Bill Is SignedEven after Obama signs the long-awaited bill that lets Puerto Rico restructure its debt, the ultimate outcome for holders of the islands debt remains uncertain.
June 29, 2016
Puerto Rico Says It Will Default Even With Congressional AidAs the Senate prepared to vote on a debt restructuring bill for Puerto Rico, its governor said the island would default on more than $1 billion in GO debt Friday.
June 29, 2016
Cerulli: ‘Investors Are Questioning Active’s Value’Fee pressures and regulatory changes are challenging active asset managers, according to Cerulli.
June 27, 2016
John Buckingham’s Post-Brexit Vote Stock PicksThe astute stockpicker talks about where he sees opportunities after the Brexit vote, why he loves Apple and why ETFs are increasing market volatility.
June 24, 2016
Why Betterment Delayed Trading After Brexit Vote"During extraordinary events, we are extraordinarily prudent, a Betterment spokesman said. But are they being overly cautious?