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.
Index Funds Show Surprised Investors Their Downside
By Michael S. FischerThe low cost of index funds "seems to be providing a halo effect that could blindside investors during volatile markets," Natixis says.
May 23, 2016
Fund Fees Are Down (& Popular)According to Morningstar, investors last year paid the lowest-ever average fees for mutual fund and ETF assets. “Fees in the asset management industry…
May 23, 2016
Private Equity: Greater Returns, Greater RisksFidelity added private equity funds to its institutional platform as a result of advisor demand following stellar returns, but there are other factors to consider.
May 22, 2016
New American Funds Portfolios Designed to Make Retirees’ Money LastThere are three key characteristics of portfolios designed to meet investors longevity needs, according to Steve Deschenes of The Capital Group.
May 20, 2016
Liquid Alternatives Build on Big March GainLiquid alternatives started the second quarter on a positive note as the Wilshire Liquid Alternative Index returned 0.6% in April.
May 20, 2016
SEC Pegs April for Fiduciary Rule ReleaseETFs and fund disclosures are other areas that could see more regulation soon, SEC Chairwoman Mary Jo White says.
May 20, 2016
Enforcement: Ex-Attorney Arrested for Contempt in ERISA CaseThe SEC also charged two attorneys with stealing from small-business owners' escrow accounts.
May 19, 2016
Hartford Funds to Buy Smart Beta Firm Lattice StrategiesAcquisitions are on a tear as investors look to boost returns from new products.