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.
7 Undervalued Stocks for 2022: Morningstar
By Michael S. FischerGrowth stocks are up 18% since the June 16 bear-market low, six percentage points ahead of the broader market.
August 16, 2022
Vanguard Launching Environmental Stock FundThe fund should start trading in the fourth quarter with an expense ratio of 0.75% for Investor Shares and 0.60% for Admiral Shares.
August 09, 2022
BlackRock Strategists: Move Toward High-Quality Bonds"We prefer investment grade credit over equities ... with higher volatility taking shape," the BlackRock Investment Institute said.
August 05, 2022
Pimco Clients Pull $29B as Rate Hikes Hit Bond Funds"Pimco is in the eye of the Fed hike storm and will likely be a much smaller company when all is said and done," said Bloomberg's Eric Balchunas.
August 04, 2022
Reg BI Will Be Defined Case by Case, Cetera's Chief Legal Officer Says: SEC RoundupThe SEC "intends to enforce Reg BI however they define it," says Lisa Gok.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.
August 02, 2022
Citigroup, Genworth Face Lawsuits Over BlackRock TDFs in Their 401(k)sRetirement plan participants have sued at least six companies since Friday over the "underperforming" target date funds.
August 01, 2022
Study Examines Who Wants Advice Within Retirement PlansRetirement savers using online tools were more likely to seek advice; those in TDFs were less likely.