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.
Target-Date Funds Shrink in Number, but Popularity Is Growing
By Joyce HansonBrightScope and Target Date Analytics said in their Popping the Hood VI report that TDF assets are likely to quadruple by 2020.
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.
June 12, 2013
401(k) Expenses Dropped in 2012: ICIThe expenses that 401(k) plan participants incurred for investing in long-term mutual funds fell in 2012, consistent with the downward trend of the past decade and a half, according to a just-released report by ICI.