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.
Bob Doll Checks In on His 10 Predictions for 2023
By Dinah Wisenberg BrinIt's too soon to call whether six of the forecaster's 10 predictions for 2023 are on track.
April 14, 2023
Schwab's Top Investor Exits $1.4B Stake: ReportSchwab shares have lost nearly a third of their value since March 8, with some analysts expecting its earnings to suffer.
April 13, 2023
Capital Group to Launch 3 More Active ETFsThe parent company of American Funds says the ETFs are the first of several new strategies, with more set to launch in the fall.
April 13, 2023
Just 2 Weeks Left to Secure 6.9% I Bond Interest RateAdvisors debate whether clients should invest in them now, given options like certificates of deposit and other securities.
April 11, 2023
33 Stocks That Are Cheap Now: MorningstarAfter a rough first quarter, the median stock is trading at about a 10% discount, with some as high as 30%.
April 05, 2023
Active Fund Managers Off to Lousy Start This YearJust one in three active funds topped its respective equity benchmark in the first quarter, according to Bank of America data.
April 05, 2023
The 10 Top Money Market Funds: Q1, 2023As investors look for higher yields, these funds have been attracting the most inflows over the past three months, Bloomberg data shows.
April 02, 2023
11 Tips for Helping Clients Worried About Their Cash: Advisors' AdviceAfter some recent bank failures, we asked a group of advisors for their top insights on how to best guide clients today.