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.
SEC Charges BNY Mellon, Oppenheimer, Other Firms With Municipal Disclosure Failures
By Melanie WaddellIn first of its kind actions, SEC said four firms sold new issue municipal bonds without obtaining required disclosures for investors.
September 07, 2022
Guardian Capital Unveils Modern TontineMoshe Milevsky, who helped develop the tontine, says it is structured like a mutual fund.
September 06, 2022
TCW Hires Goldman Veteran as CEOKatie Koch joins the $220 billion asset manager after 20 years at Goldman, where she rose to become partner.
September 02, 2022
Bonds Tumble Into Their First Bear Market in a GenerationSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
August 31, 2022
Morningstar to Merge 2 Rating SystemsThe firm is combining its forward-looking managed investment ratings to create the Morningstar Medalist Rating.
August 26, 2022
SEC Loophole Lets Funds Mislead Investors on Performance: StudySome funds change their benchmark indexes to "manipulate the benchmark-adjusted performance they present to investors," researchers found.
August 26, 2022
Stocks Wipe Out Pre-Powell Rally on Hawkish ToneThe S&P 500 erased the rally notched in the previous session, while the tech-heavy Nasdaq 100 tumbled about 3%.
August 24, 2022
6 Investment Picks for Taxable AccountsTax bracket is important to consider when locating assets, said Morningstar's Christine Benz.