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.
Bad Behavior Cost Mutual Fund Investors 8 Percentage Points in 2014: Dalbar
By Gil WeinreichDalbars latest investor behavior study shows, for the 21st time, that investors are their own worst enemies and that advisors can be their best friends.
April 17, 2015
SEC OKs ‘Breakthrough’ 3-Tier Fund-of-Funds StructureThe SEC will allow Franklin Templeton to use a three-tier fund-of-funds structure, a move that one compliance firm says is a breakthrough.
April 14, 2015
Are ethics always black and white, or is there room for gray?There is no magic formula for finding the right decision. It instead becomes a series of questions to ponder as each situation presents itself.
April 10, 2015
Economy taking center stage means higher yields for TreasuriesSome hawkish Fed officials argued at the latest FOMC meeting for monetary tightening as early as June.
April 09, 2015
SEC Probes Whether 12b-1 Fees Are Used ProperlySEC is examining whether the rules for the fees and their disclosure are being followed and what funds are paying intermediaries for.
April 08, 2015
Gundlach: Fed Won’t Raise Rates if Dollar Goes HigherThe DoubleLine CEO and bond expert also says energy assets are overpriced because "too many people think its cute to make an energy play."
April 07, 2015
Q1 Earnings Outlook: Grim Overall but Not for FinancialsFirst-quarter earnings are expected to suffer the biggest decline in more than five years, but financial company earnings are forecast to rise.
April 06, 2015
Funds Make Comeback from ‘09Morningstar says taxable-bond funds collected about $28.5 billion in asset inflows in February, the largest monthly uptick since January 2013. The greatest…