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.
May Fund Flows: ‘Prelude to the Storm,’ Says Morningstar
By Janet LevauxInvestors move into bond sectors that are less sensitive to interest rates and pull funds out of equities.
June 19, 2013
Repeal of Muni Tax-Exempt Status Would Devastate Counties: ReportEnding the tax exemption would stick counties, states and other localities with heftier debt service payments while hurting average Americans' retirement savings, the National Association of Counties warns.
June 19, 2013
Vanguard Brews Business in Fun-Filled (Pun-Filled) Summer CampaignThe investing behemoth is serving a warm cup of metaphor this summer in a novel marketing campaign.
June 18, 2013
The Original Behavioral EconomistIve been doing the behavioral stuff for 35 years," said MainStay's Michael Aronstein. "Its the basis of investing and economics. Its only recently that its been popularized by academia. Theyre reconstituting something in a trivial manner.
June 18, 2013
PIMCO to Offer Aria’s Guaranteed Income ProductAria CEO David Stone said other fund family collaborations would be forthcoming.
June 15, 2013
Top Portfolio Products: Schwab Lowers Expense Ratios, Donoghue Adds Dividend-Yield OfferingAccretive Wealth Management offers Sharia-compliant portfolios; RiverPark set to close fund to new investors.
June 13, 2013
Bogle Blasts Financial Industry, Calls Compensation a ‘Disgrace’Industry elder statesman and Vanguard founder John Bogle did not refrain from speaking his version of truth to power at Morningstars investors conference, condemning the financial industrys grip on corporate America.
June 12, 2013
Market Holds Rally, Investors Don’t Show UpYou dont get too many chances to get over 100% gain without inflation after only four years, said one analyst at the Morningstar Investment Conference, where panelists lamented investors' lack of discipline since the financial crisis.