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.
Value Funds Are Leading in 2016, From Small Cap to Large Cap
By Ron DeLeggeWhy value stocks are outperforming growth stocks this year.
May 02, 2016
Real Estate ETFs Outperform Even After 7 Straight Years of GainsThis outperforming asset class is sensitive to rising interest rates but offers investors a lot more yield than Treasuries.
May 02, 2016
Muni Market Shrugs at Puerto Rico Default, but Next Time Could Be DifferentWhats happening in Puerto Rico is staying in Puerto Rico, says Matt Fabian of Municipal Market Analytics. But that could change on July 1.
May 02, 2016
Choosing a Multi-Factor ETFWhile the roots of multi-factor investing go back decades, you could be forgiven for thinking that this phenomenon happened virtually overnight.
April 28, 2016
Why Active Management Comes Up ShortBarry Ritholtz asks: Why has active management especially since the financial crisis had such a dismal run?
April 27, 2016
American Century’s Unusual Model for Impact InvestingIn the last 16 years, mutual fund company American Century Investments has distributed $1.2 billion of its profits to fund biomedical research.
April 26, 2016
Investors Paid Lowest Fund and ETF Fees Ever in 2015: MorningstarBut they're not necessarily paying the lowest overall investment costs when retirement plan fees and advisor fees are factored in, Morningstar says.
April 25, 2016
Top Portfolio Products: New ETFs Reflect Social Media Buzz, Catholic ValuesThe latest ETF offerings include one that takes its direction from the buzz on social media and another that follows guidelines from the Catholic Church.