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.
Stock Losses Deepen as S&P 500 Breaches Key Level
By Rita NazarethThe VIX rose to the highest level since March, megacaps sold off, and Tesla has its biggest weekly slide since December.
October 05, 2023
33 Undervalued Stocks for Q4: Morningstar"The market is now back to trading at an attractive discount," David Sekera says.
October 03, 2023
Robo Portfolios Vary Widely for Same Client Profile: MorningstarSome robo-advisors, however, suggested identical allocations for two hypothetical clients with different goals and timelines.
October 02, 2023
New IRS Guidance Provides Money Market Fund Wash Sale ReliefThe guidance lets investors avoid "significant unwarranted tax reporting complexities" from a new SEC rule, a lawyer says.
September 27, 2023
10 Best Value Stocks for Long-Term Investors: MorningstarValue stocks beat growth as a long-term investment in 2023, Susan Dziubinski writes.
September 26, 2023
High-Yielding Cash Is Pummeling StocksThe stock market is buckling under the weight of a simple equation: cash earns more than equities.
September 25, 2023
Time Is Ripe for a Market Contraction: Liz Young"This is a critical juncture in the economic cycle," the SoFi investment strategist and popular podcaster tells ThinkAdvisor.
September 25, 2023
Is an Inverted Yield Curve Bad News for Stocks?There's evidence that investors should prefer Treasury bills to bonds when the curve inverts. But what about stocks?