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.
Ron Surz's Big Bond Market Short
By Jane Wollman Rusoff"There are ways to make money on bad things," the Target Date Solutions president tells ThinkAdvisor.
February 13, 2023
Wall Street's Mutual Fund-to-ETF Magic Trick Is Failing to Wow"Just because you convert doesn't mean the flows are going to come in," said Bloomberg's Eric Balchunas.
February 13, 2023
Advisors Call Out Needless Complexity in New Clients' PortfoliosAdvisors like Rick Ferri say new clients come to them with too many securities and needlessly risky investments.
February 10, 2023
Bond Ladders vs. Bond Funds: Which Are Best for Portfolios?Both options are popular ways to add bonds to a portfolio, but what are their pros and cons?
February 09, 2023
Vanguard's One-of-a-Kind Fund Design Is About to Get Some CompetitionAnother asset manager makes a move as Vanguard's patent on an important ETF innovation is set to expire.
January 26, 2023
T. Rowe Price AUM Slides Nearly 25% in 2022The firm noted it reduced headcount and took other cost-cutting measures last year.
January 26, 2023
Vanguard Launches Active Multi-Sector Bond FundThe Vanguard Multi-Sector Income Bond Fund offers fixed income exposure across various sectors and credit qualities.
January 24, 2023
SEC Fines Bloomberg Finance $5M Over 'Misleading' Securities Pricing ProductThe firm consented to the SEC's cease-and-decease proceedings without admitting or denying the allegations.