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 Panelists Agree: On Active vs. Passive, It’s Not Either-Or
By James J. GreenBut managers from Vanguard, Dodge & Cox and American Funds see a bright future and present for the active management approach.
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.
June 12, 2015
Could 20 Digits Prevent Another Financial Crisis?SEC Commissioner Kara Stein, a self-described "geek," says a 20-digit code could help stop the financial world from imploding again.