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.
Vanguard to Add TIAA Annuity Option in Employer Plans
By Dinah Wisenberg BrinThe target-date investment will start allocating to a savings annuity once workers turn 55.
October 31, 2025
Using Bond Ladders to Create a Personal Pension Is Getting EasierNew types of funds enable financial planners to use income strategies that were once nearly exclusive to pensions.
October 27, 2025
10 Best Fund Families: Morningstar, 2025Out of 150 fund families Morningstar analyzed, only 10 earned the highest Parent rating.
October 24, 2025
10 U.S. Firms With the Most Fund Assets: MorningstarThese investment giants hold 75% of total U.S. fund and ETF assets, according to a new report.
October 22, 2025
16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' AdviceTen stocks in the index comprise 40% of its market cap. What's an advisor to do?
September 29, 2025
ETF Share Classes Coming Soon: A 'Huge Step Forward,' but Questions RemainDual share class funds could face conflict-of-interest issues, an asset management executive says.
September 29, 2025
SEC Plans to Let Dimensional Offer Dual Share Class FundsRoughly 70 other asset managers are waiting to hear back from the SEC on their applications.
September 19, 2025
6 ETFs for Falling Interest RatesClients might consider shifting funds to small-cap stock or bond ETFs as interest rates decline.