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.
State Street Cuts Expense Ratios of 10 ETFs
By Dinah Wisenberg BrinOver the past two years, the firm says it has cut expenses tied to 20 ETFs across its U.S. SPDR lineup.
July 31, 2023
Wall Street's Biggest Bear Changes Tune on RallyThe S&P 500 is up 20% this year, almost the same return it posted in 2019, says Morgan Stanley's Mike Wilson.
July 31, 2023
Vanguard Speaks Out Against New Approach to Financial RiskThe fund giant says herding different kinds of financial firms onto the same safe regulatory path could be dangerous.
July 28, 2023
Most Pro Investors See Low Risk of Recession in 2023: SurveyRespondents remain cautious, however, as most expressed concern that inflation may hang on longer than expected.
July 28, 2023
3 Misconceptions About 60/40 Portfolios: VanguardTwo of the misconceptions about 60/40 portfolios deal with execution, while the other is fundamental.
July 28, 2023
15 Most Expensive Cities for First-Time HomebuyersBuyers need a six-figure income to afford a starter house in all but one of these metro areas.
July 27, 2023
Looking for a Guaranteed 4% Portfolio Return? Try a TIPS Ladder.After creating a TIPS ladder, Wealth Logic founder Allan Roth has been doing the same for his clients.
July 27, 2023
Retirement Plan and Wealth Manager Silos Are Fading Fast: Jamie Hopkins"It's been a huge shift, and we believe there is ... much opportunity ... if you have the right approach," says the Carson Group executive.