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.
5 Steps to Take Now on Year-End Tax Harvesting
By Mike PattonDecember is when you should gather data on your clients 2015 mutual fund capital gains distributions and take action.
November 19, 2015
Wells Fargo Promotes Sloan, Positioning Him as Likely CEOIt establishes a succession plan, says analyst Marty Mosby, though the bank adds there are other viable candidates.
November 18, 2015
PIMCO Dethroned as Emerging-Market Bond KingStone Harbor Fund rises to top of emerging market heap, as PIMCO is battered by strong dollar and big bets on Brazil.
November 16, 2015
SEC Fines Virtus $16.5M for Failing to Probe F-Squared’s False Performance ClaimsDuring the time Virtus used the false and misleading ads, its AlphaSector fund assets grew from $191 million to $11.5 billion, according to the SEC.
November 16, 2015
Schwab Slashes Minimums on OneSource NTF Mutual FundsInitial investments for most funds cut to $100 from $2,500; subsequent investments reduced to $1 minimums from $500.
November 16, 2015
Top Portfolio Products: AlphaClone Launches International ETFSPARX Group adds UCITS fund; Schwab adds Gateway data delivery and recruitment playbook
November 16, 2015
Wisdom Tree, AlphaClone and SPARX Group Add Foreign-Focused ETFsDo you know the difference between a global ETF and an international ETF? Hint: One includes U.S. assets.
November 13, 2015
8 Funds Get New Morningstar RatingsOne fund is upgraded, while others get downgraded by analysts with the research group.