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.
What Would Jack Bogle Think of Single-Stock ETFs?
By Jane Wollman RusoffMorningstar's Ben Johnson talks to ThinkAdvisor about what "life after mutual funds" means for investors.
December 28, 2022
Investment Quiz: Mutual Fund or ETF?How well do you know the differences between these investment vehicles? Take our quiz to find out.
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
December 21, 2022
DFA to Cut Some Management FeesThe investment manager says it has regularly reviewed and reduced fees.
December 21, 2022
The Top-Performing Stock Funds of 2022Value funds excelled this year, but growth funds topped Morningstar's lists for 3- and 5-year performance.
December 19, 2022
This Fund Giant Is Bleeding AssetsMore than $4 billion left the firm's passive funds in November, and active-fund outflows were even worse.
December 19, 2022
Vanguard Drops Advisor of Mid-Cap Growth FundRS Investments has managed about 20% of the $3.1 billion fund.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.