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.
The Top-Performing Stock Funds of 2022
By Michael S. FischerValue funds excelled this year, but growth funds topped Morningstar's lists for 3- and 5-year performance.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 14, 2022
WisdomTree to Offer 10 'Digital Funds' Through New Mobile AppWhile the funds will hold traditional mutual fund assets, a secondary record of shares will sit on a blockchain.
December 13, 2022
Where the Wealthy Plan to Spend, Invest More in 2023In a survey of investors with $2 million or more, 80% said they planned to spend more next year.
December 12, 2022
New Platform Savvly Launches Investment Pool for Longevity RiskThe product sounds similar to a tontine, but Savvly's CEO says it's not the same.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
12 Asset Class Return Predictions for 2023 and BeyondBNY Mellon's capital market assumptions forecast returns across several asset classes to be higher than previously expected.
December 02, 2022
4 Trends Shaping Up in 401(k)sRetirement industry executives see a fast-growing need for trusted, fiduciary advice about retirement income.