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 U.S. Stock Funds With Highest Excess Returns: Morningstar
By Dinah Wisenberg BrinThese funds have racked up persistently higher returns than market trends can explain, according to John Rekenthaler.
April 21, 2023
Bill Gross Scoops up Regional Bank StocksPIMCO's former CIO has bought shares of Western Alliance, Synovus Financial, PacWest Bancorp and the SPDR S&P Regional Banking ETF.
April 21, 2023
There's Danger in Market's Bet for a Soft Landing: Morgan StanleyThe market has an "extraordinarily glass half full" view, said the firm's chief investment officer for wealth management.
April 20, 2023
Kitces: Where to Park 3 Types of Client CashYield matters more for some cash stashes than others, Michael Kitces says.
April 19, 2023
Downturn Like 2008, or Worse, Is Coming: Steph PomboyThe idea of a soft landing is "absolutely laughable," the economist says.
April 19, 2023
Barclays to Shut 21 ETNs a Year After 'Staggering' Note BlunderThe SEC says Barclays sold about $17.7 billion of securities in unregistered transactions; it agreed to pay $361 million to resolve the charges.
April 18, 2023
Buy Stocks. Do Nothing. Profit.This approach beat the S&P 500 over decades on a risk-adjusted basis, Morningstar research finds.
April 18, 2023
The Mistake Nearly Everyone Is Making With Their CashCash sweep accounts can expose clients to liquidity risk and create conflicts of interest.