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.
Why 'Buy and Hold' Works Better for Investors: Morningstar
By Dinah Wisenberg BrinInvestors' results typically lag funds' total returns, but clients can take steps to improve their odds, Morningstar says.
August 01, 2023
Record S&P 500 'Feels Inevitable': JPMorganThe index ended July at about 200 points below its record of 4,796.56 reached in January 2022.
August 01, 2023
State Street Cuts Expense Ratios of 10 ETFsOver the past two years, the firm says it has cut expenses tied to 20 ETFs across its U.S. SPDR lineup.
July 31, 2023
Stocks Set for New Highs: Jeremy Siegel"What's to stop this market now?" the Wharton professor asks during a CNBC interview.
July 31, 2023
12 Best States for Retirement: 2023Older Americans should not rule out places not traditionally thought of as hotspots for their Golden Years, a Bankrate report says.
July 31, 2023
Wall Street's Biggest Bear Changes Tune on RallyThe S&P 500 is up 20% this year, almost the same return it posted in 2019, says Morgan Stanley's Mike Wilson.
July 31, 2023
Vanguard Speaks Out Against New Approach to Financial RiskThe fund giant says herding different kinds of financial firms onto the same safe regulatory path could be dangerous.
July 28, 2023
Most Pro Investors See Low Risk of Recession in 2023: SurveyRespondents remain cautious, however, as most expressed concern that inflation may hang on longer than expected.