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.
What’s Up With 12b-1 Fees?
By Bob ClarkAs a fiduciary for your clients, should you invest in mutual funds that levy a 12b-1 fee?
January 11, 2016
Top 14 Fund Managers of 2015: MorningstarWinners will be picked in five categories, with no one firm dominating the list of nominees.
January 08, 2016
Is Cash the Best Defense in This Troubled Market?Some actively managed mutual funds are hoarding cash as stocks post their worst weekly start to a new year since 1928.
January 08, 2016
Schwab Adds 14 Commission-Free ETFs; Legg Mason Offers ETF SuiteA busy week for ETFs: Many new funds plus new additions to Schwab's OneSource.
January 08, 2016
SEC Warns Advisors to Pay Closer Attention to 12b-1, Distribution FeesA recent exam sweep prompted the SEC to issue guidance on how advisors and funds can avoid mischaracterizing distribution fees, including 12b-1 fees.
January 07, 2016
Gary Shilling: China’s Economic Glory Days Are OverGary Shilling talked to ThinkAdvisor about why China "will grow old before she grows rich."
January 05, 2016
Puerto Rico’s GO Debt Rallies, but Problems Remain for Bondholders"Something has to give. The territory is struggling each day to meet its obligations," says muni credit researcher Richard Ciccarone.
January 05, 2016
Puerto Rico General-Obligation Bonds Rise as Default AvertedOfficials said the commonwealth would pay all that it owed on the constitutionally protected debt while missing payments on other securities.