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.
401(k) Plan Re-enrollment Lowers Investor Costs: Vanguard Case Study
By Janet LevauxWhat happens when plan sponsors move employees to target-date funds? Vanguard tracked a $1.2 billion plan that conducted a re-enrollment to find out.
February 26, 2016
Top Portfolio Products: New Low-Carbon Indexes and Enhanced Beta ETFsThese indexes are designed to reduce the carbon imprint of institutional equity portfolios while boosting performance.
February 22, 2016
House Speaker Ryan: DOL Fiduciary Rule Could Block 7 Million IRAs From AdviceRep. Paul Ryan tweeted Monday that "up to 7 million IRAs wouldnt qualify for advice" under the DOL rule and vowed to stop it.
February 22, 2016
Top Portfolio Products: New Options From RetireUp and Guardian InsuranceA new database from Stanford Law School and Sullivan & Cromwell could help advisors stay compliant with the Foreign Corrupt Practices Act.
February 22, 2016
Will SEC Crash the Liquid Alts Party?Alt ETFs and mutual funds have been outperforming the broader stock market, but can that continue if the SEC limits their leverage?
February 18, 2016
How to Measure the Impact of Impact InvestingThe growing popularity of impact investing presents many challenges to advisors, among them how to measure results, which is not as simple as it sounds.
February 17, 2016
Vanguard, BlackRock seldom challenge companies on CEO payMutual fund giants Vanguard and BlackRock voted with directors on CEO pay plans 97 percent of the time last year.
February 12, 2016
A Crowdfunded ‘Social Bond’ Goes GlobalThrough its special structure, the MBU Capital Social Bond, which funds community projects in the U.K., is open to investors worldwide.