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.
10 Worst-Performing U.S. Stock ETFs of 2025: Morningstar
By Dinah Wisenberg BrinMany of these funds have been underperforming for at least three years, according to analysts.
December 03, 2025
Vanguard to Add TIAA Annuity Option in Employer PlansThe target-date investment will start allocating to a savings annuity once workers turn 55.
December 01, 2025
Vanguard Will Now Allow Crypto ETFs on Its PlatformThe fund giant reverses a longstanding position.
November 04, 2025
Why Older Americans Are So Much Richer Than Younger OnesA new paper explores three drivers of the generational wealth gap, which has exploded in the past four decades.
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?