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.
How BDs Can Respond to Shifting Advisor Preferences: Cerulli
By Michael S. FischerThe company says that asset managers must make available portfolio elements that appeal to advisors' needs for flexibility.
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.
February 17, 2023
4 Reasons to Pick Bond Funds Over Individual Bonds: VanguardThe control provided in owning individual bonds comes at a cost, Vanguard said.
February 16, 2023
Ron Surz's Big Bond Market Short"There are ways to make money on bad things," the Target Date Solutions president tells ThinkAdvisor.
February 14, 2023
10 Best Bond Index Funds for 2023: MorningstarSome of these funds would make great anchors for the bond portion of a portfolio, Susan Dziubinski writes.