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.
7 Issues That Can Complicate Tax-Loss Harvesting
By Roger WohlnerTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.
July 13, 2023
S&P 500 on Track to Hit Record High Before Year-End: GoldmanAnd Ed Yardeni, an early cheerleader of this bull run with a year-end target of 4,600, says he may raise his forecast to 4,800.
July 12, 2023
15 of the Best Dividend Funds to Invest in Now: MorningstarThere are deals to be found as dividend stocks underperform the broader market, analysts say.
July 11, 2023
33 Undervalued Stocks for Q3: MorningstarThe stock market finished the second quarter up more than 8%, but there are still deals to be had.
July 11, 2023
Raymond James to Pay $13M Over High FeesThe firm agreed to pay $4.5 million in fines to state regulators and to return $8.25 million plus interest to clients.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 10, 2023
Fed Officials Say Higher Rates Needed to Reach 2% InflationThe Federal Open Market Committee will meet July 25-26 and is expected to resume rate increases then.
July 10, 2023
BofA Stock Indicator Sees S&P 500 Surging 16%That would leave the S&P 500 trading at 4,800 by year-end, or 5,200 a year from now, Bank of America data shows.