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.
Millennials have a ton of stock. They just don't know it
By Suzanne WoolleyAs more employers automatically enroll new employees in 401(k) plans, they are increasingly putting them in target-date funds, also called lifestyle funds.
July 22, 2015
Yellen’s gradual rates path backed by bond-market inflation viewThe benchmark U.S. 10-year note yield fell one basis point, or 0.01 percentage point, to 2.31 percent in New York.
July 21, 2015
SMA Manager of the Year Libby Toudouze on Energy InvestingOverall 2015 SMA Manager of the Year Libby Toudouze of Cushing Asset Management discloses her firm's process and discusses the present and future of energy investing.
July 17, 2015
Top Portfolio Products: TCW, Global X Roll Out Alt FundsAmerica Independence adds large-cap product, HSBC introduces fixed-income funds, and Van Eck launches a new ETF.
July 15, 2015
Galvin Targets Alt Mutual Fund Sales With Exam SweepMassachusetts has subpoenaed state-registered advisors on their supervision, compliance and training regarding a host of alt funds.
July 14, 2015
CVS raising $15 billion in bond market to finance dealsThe company received about $45 billion in orders for the offering.
July 13, 2015
Global Stock Markets Saw Massive Inflows Last Week Despite SelloffA funny thing happened in global financial markets last week, which could be a warning for future volatility.
July 13, 2015
Who Wins the ‘Passive vs. Active’ Institutional Debate? Part 4: US Mid-, Small-Cap BlendsHow do the U.S. Mid-Cap and Small-Cap Blend categories fare in the passive versus active debate?