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.
Target Date Fund Inflows Not What They Used to Be: Morningstar
By Janet LevauxGrowth of net new assets for target-date funds was just 1% in Q4'14 vs. 3% in Q3'14, according to Ibbotson Associates.
February 09, 2015
PE Firm TA Associates Acquires Majority Stake in NorthStar FinancialManagement of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.
February 09, 2015
Gross Owns Majority of Janus Bond Fund He RunsBill Gross and his family own 51.2% of the Janus Global Unconstrained Bond Fund after acquiring shares through brokerage accounts at Morgan Stanley and Schwab.
February 09, 2015
Finding Investing Alpha by Selective Stock PickingWhy I'm beginning to use some selective stock picking (think energy company Halliburton) to deliver alpha for clients, carefully following the wisdom of Benjamin Graham.
February 06, 2015
3 Alt Investments That Deserve an Oscar: MorningstarThese three alternative fund categories are on track for compelling but not necessarily uplifting performances this year, analyst Josh Charlson says.
February 04, 2015
ETF Plans for American Funds, GAMCO Move ForwardThe two groups will join a crowded field of exchange-traded funds. Both plan to offer nontransparent ETFs.
February 03, 2015
4 Investing Strategies Bogle Gets Wrong: RitholtzVanguard founder John Bogle is an investing legend, Barry Ritholtz writes, but some of his investment philosophies need updating.
February 03, 2015
More 401(k) millionaires than everAbout 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity says.