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.
More 401(k) millionaires than ever
By Nick ThorntonAbout 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity says.
February 02, 2015
Smart Beta Gets DumbFor the record, I don't believe in the existence of “smart” beta. The phrase is actually a cute invention coined by Wall Street marketers.…
February 02, 2015
Nominations AnnouncedMorningstar has shared its list of nominees for the 2014 U.S. Fund Manager of the Year awards. The research group selected nominees in five categories:…
February 02, 2015
Lipper Looks at Q4 ResultsEquity funds may have had a “ho-hum” quarter in the last three months of 2014, but market conditions were anything but average, according to…
February 02, 2015
Bond Outflows, Equity Inflows Strong in Late 2014: MorningstarMorningstar's estimated fund flows for December indicate that the final month of 2014 resembled prior months. Actively managed U.S. equity funds experienced…
February 02, 2015
More 401(k) Millionaires Than EverAbout 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity data shows.
January 31, 2015
Top Portfolio Products: Janus Reopens FundSchwab expands ETF OneSource; ETF Securities rolls out smart-beta products
January 29, 2015
Asset Managers ‘No Longer Playing Defense’: CerulliFirms are solidly out of financial crisis mode and are looking to hire sales staff and develop new products, Cerulli finds.