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.
UBS to Pay $1.44B to Settle DOJ Mortgage-Bond Case
By Patricia HurtadoThe bank was accused of "knowingly and repeatedly" making false and fraudulent statements about the loans backing the securities.
August 11, 2023
12 States Where Happiness Comes Cheapest: SurveyResidents in many of these states are already earning more than they think they need to be happy.
August 09, 2023
Fee-Only Advisors Driving a Rush Into Cheap Funds: MorningstarInvestors saved about $9.8 billion in fees for open-end mutual funds and ETFs last year.
August 09, 2023
10 Dividend-Growth Stocks to Buy Now: MorningstarThese stocks, currently trading at a discount, have a lot going for them, according to analysts.
August 07, 2023
Goldman, JPMorgan Say Buy Treasurys After Last Week's SelloffThe ratings move contained "no new information," some strategists said.
August 07, 2023
7 Types of Investments Clients Should Avoid: Advisors' AdviceThese investments are complicated, outdated or downright risky, advisors say.
August 07, 2023
Berkshire Results Jump on Strength in Insurance, TreasurysThe conglomerate posted better results despite Buffett cautioning in May that earnings could fall this year due to economic weakness.
August 02, 2023
Why 'Buy and Hold' Works Better for Investors: MorningstarInvestors' results typically lag funds' total returns, but clients can take steps to improve their odds, Morningstar says.