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.
Gundlach: Fed Might Raise Rates ‘Just to See What Happens’
By Janet LevauxThe DoubleLine CEO also says he has "mixed feelings" about not partnering with Bill Gross; sees oil prices dropping further.
November 24, 2014
Cost Basis Reporting: The Gift That Keeps on GivingCost basis reporting continues its march to full implementation.
November 21, 2014
Money Rolls In for the Money ManagersWe can point to at least three trends that are helping to push assets under management and revenue to records, Barry Ritholtz says.
November 21, 2014
Mutual Funds Less Popular Among Youngest, Oldest InvestorsDemographic data reveals wide divergence in mutual fund ownership levels by generation.
November 19, 2014
IRS Pushed to Crack Down on ‘Mega IRAs’GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
November 18, 2014
13 Best & Worst Broker-Dealers: Q3 Earnings, 2014The third quarter saw several firms get hit with problems, while others were able boost their financial results.
November 14, 2014
Target-Date Funds’ Distorted Investing Strategy: Research AffiliatesResearcher Noah Beck says theres a much better portfolio strategy to use than target-date funds.
November 14, 2014
SEC, FINRA Enforcement: Ticket-Brokering Pump-and-Dump Scheme HaltedMeanwhile, Merrill Lynch, Pierce, Fenner & Smith was censured and fined by FINRA on two separate issues.