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.
Waddell & Reed Fires Fund Manager, Names New President
By Janet LevauxTwo high-profile departures from the firm have caught Morningstar raters' attention.
July 11, 2014
Equity Fund Returns Up (Again) in Q2: LipperDespite strong results in overseas markets, investors continue to favor domestic funds, research finds.
July 09, 2014
SEC Begins Exam Sweep of Alt Mutual FundsThe SEC is scrutinizing alternative mutual funds, with an exam sweep targeting 15 to 20 fund complexes.
July 09, 2014
On their way out? 401(k) revenue-sharing deals401(k) revenue-sharing arrangements began to decline in 2010 and continued to do so in 2013.
July 08, 2014
Are 401(k) Revenue-Sharing Deals on Their Way Out?About 13% of plans had no form of revenue sharing whatsoever last year, a figure that most expect will only grow.
July 08, 2014
SEC Issues Mutual Fund Prospectus Guide, Delays Annuity Summary PlanThe SEC says mutual fund summary prospectuses should be three to four pages long and written in plain English.
July 08, 2014
Merrill: Using Clients’ Emotions to Build Better PortfoliosMerrill's Michael Liersch is using behavioral finance to zero in on clients unique investment personalities to reach better outcomes.
July 07, 2014
Mutual Funds ‘Vehicle of Choice’ for Alt InvestmentsThere are more than twice as many assets in alternative-investment mutual funds as in alt ETFs, Morningstar and Barrons found.