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.
Morningstar to Tackle Hottest ETF Topics at Conference
By Bernice NapachAmong the topics where Morningstar wants to "rethink conventional wisdom" are active share, strategic beta, 401(k) mistakes and hedging currency exposure.
September 25, 2015
Top Portfolio Products: International Funds From Vanguard, T. Rowe PriceHow two different mega fund companies hope to profit from investing in international stocks
September 24, 2015
Rating the 401(k) of fund-rater MorningstarIf Morningstar can't put together a good 401(k), then what chance does your companys benefits administrator have?
September 24, 2015
Rating the 401(k) of fund-rater MorningstarIf Morningstar can't put together a good 401(k), then what chance does your companys benefits administrator have?
September 23, 2015
An Angry Bill Gross Tells Fed, Central Banks to ‘Get Off Zero!’Savers are being "slowly cooked alive" by zero interest rates, Gross said, "while central bankers focus on their Taylor models and fight nonexistent inflation.
September 23, 2015
Who Wins the ‘Passive vs. Active’ Institutional Debate? Pt. 6: U.S. Intermediate-Term BondsNo EM index funds met our criteria, so we jump to fixed income to see whether active or passive mutual funds make the grade.
September 22, 2015
SEC Wants to Stem Liquidity Risk of Open-End Funds, ETFsThe growing use of less liquid funds requires the SEC to "look anew at liquidity management," Chairwoman Mary Jo White says.
September 22, 2015
How UBS spread the pain of Puerto Rico's debt crisis to clientsAngry customers have filed hundreds of arbitration claims with FINRA seeking more than $1.1 billion in damages from UBS after huge losses in tax-free bond funds.