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.
11 Tips for Helping Clients Worried About Their Cash: Advisors' Advice
By Dinah Wisenberg BrinAfter some recent bank failures, we asked a group of advisors for their top insights on how to best guide clients today.
March 15, 2023
How BDs Can Respond to Shifting Advisor Preferences: CerulliThe company says that asset managers must make available portfolio elements that appeal to advisors' needs for flexibility.
March 09, 2023
Passive Funds Beat Active at Peak of COVID Crisis, Research FindsThe finding by a University of Chicago professor contradicts the idea that active management does better in rocky markets.
March 09, 2023
Vanguard Launches Short-Term Tax-Exempt Bond Index ETFThe fund is intended for tax-sensitive investors with a short time horizon and low interest-rate risk tolerance.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
February 23, 2023
Kestra Launches 2 New Model Portfolio SeriesThe models include an addition to the firm's core lineup and a satellite series.
February 23, 2023
Fidelity Launches Active Muni Bond FundThe new fund includes investment-grade and non-investment-grade municipal bond exposure.
February 17, 2023
Fidelity to Hire 4,000, Including Advisors, in First Half of 2023The announcement follows a year in which it hired more than 17,000 associates.