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.
Year-End Tax Moves You Should Start Planning Now
By Mike PattonFall is in the air. This is a good time to assess your clients income taxes from their taxable investments.
October 02, 2015
Top Portfolio Products: Schwab Adds Commission-Free ETFsThere are more choices than ever for investing overseas, from ETFs that hedge currency exposure to funds that focus on sustainability.
October 01, 2015
Why SEC Is Cracking Down on 12b-1 Fees and ‘Distribution-in-Guise’Once again, the SEC provides "guidance" to advisors in the form of an enforcement action, this time a $40 million judgment against First Eagle.
September 30, 2015
The Low-Growth World Ahead: Vanguard’s Chief EconomistSlow global growth will be the defining trend of our lifetime, says Joe Davis, Vanguards chief economist.
September 30, 2015
The ETF Generation Gap"Millennials are doubling down on ETFs," says Schwabs Heather Fischer.
September 29, 2015
Rating the 401(k) of the Fund RaterEmployers that fill their retirement plans with active fund managers encourage the kind of bad investor choices that lead to underperformance.
September 29, 2015
SEC Wants to ‘Keep Alive’ the ’40 Acts Through New Regs; Bogle Talks ETFsAt 75th anniversary event, Vanguard founder John Bogle and T. Rowe Prices James Riepe debate ETF regulation; SEC Chief White talks about upcoming rules.
September 28, 2015
Funds vs. Benchmarks: Which Group Wins?In the first half of 2015, the markets fluctuated modestly, but this was a tough period for fund managers.