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.
In Volatile Times, Fund Managers Seek Risk-Averse Income: Morningstar Panel
By Janet LevauxFund managers disclose where they are taking risks and finding returns with rising rates on the horizon.
June 23, 2015
Bond Pricing 101: Don’t Ignore Bonds Selling at PremiumsA simple way to help your clients understand the potential advantage of buying bonds selling at a premium.
June 23, 2015
10 Phrases to Avoid When Talking About Alt InvestmentsAdvisors must help clients understand available hedge-fund-like strategies without the jargon, Invesco says.
June 22, 2015
Don’t Worry About the Bull Market; Worry About the Dollar: Richard BernsteinThe former Merrill investment chief has some advice for investors worried about a stock market correction in the U.S. and looking for alternatives overseas.
June 22, 2015
Grantham, Kelly & Krawcheck to Speak at Morningstar ConfabThe popular investment conference takes place Wednesday through Friday in Chicago and should draw at least 1,000 advisors.
June 21, 2015
Top Portfolio Products: Vanguard Tweaks Money Market FundsPlus, Advent updates its Black Diamond wealth platform, and Lincoln enhances an annuity suite.
June 17, 2015
PIMCO Sold Itself Some BondsIt's a fascinating little study in bond market liquidity. One is a story of costs, the other is a story of risks.
June 13, 2015
Top Portfolio Products: Direxion, SSGA & Van Eck Add ETFsMorgan Stanley launches a green bond, while Franklin Templeton introduces a new target date fund.