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.
Why Betterment Delayed Trading After Brexit Vote
By Bernice Napach"During extraordinary events, we are extraordinarily prudent, a Betterment spokesman said. But are they being overly cautious?
June 21, 2016
New Firm Caps Account Fees at $1,500With new portfolio-building technology, traditional fee structures just don't make sense, says CEO Scott MacKillop of First Ascent Asset Management in Denver.
June 20, 2016
5 ‘Sneaky’ Mutual Fund Behaviors That Erode Returns: Kenneth KimThe prolific ex-professor takes relish in lifting the curtain on mutual funds' tactics that he says can cost investors big time.
June 20, 2016
Top Portfolio Products: Strategy Shares Launches With 2 Actively Managed ETFsProducts and services added during the past week go well beyond the usual new ETFs to include an investment banking platform and phone-based advice service.
June 17, 2016
Passive Funds Trounce Active Rivals in May: MorningstarMeanwhile, PIMCO has a bit of good news as investors move into fixed income products.
June 17, 2016
What John Oliver Got Right (and Wrong) About the DOL Fiduciary RuleOliver has provided some needed exposure--and clarity--on a rule little understood by consumers.
June 16, 2016
Bogle at ‘65’: Offers Investor Do’s & Don’ts, Shows Market LandscapeVanguard titan John Bogle talks about the investing wisdom hes gathered during his 65 years in financial services.
June 16, 2016
Vanguard’s McNabb: DOL Got It Right; Get Used to Shrinking FeesAdvisors need to learn to use technology to help business, McNabb said at Morningstar Conference, envisioning a hybrid future for advisors.