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.
Bond Selloff Exposes ‘Vulnerability’ in Markets: El-Erian
By Ye XieTen-year Treasury yields hit their highest level since 2023 on a strong December jobs report.
December 20, 2024
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess FeesThe firms failed to give clients mutual fund sales charge waivers and fee rebates, FINRA says.
December 17, 2024
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can BuyThe firm submitted plans to the SEC for five mutual funds spanning stocks and bonds.
December 06, 2024
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR FundThe offering, comprising actively managed Vanguard funds, will keep a roughly 60-40 mix.
December 05, 2024
Morningstar's Rekenthaler Retires; Praises 'Miracle' of StocksThe longtime researcher notes that the market has prospered over time despite worries.
November 26, 2024
Leech Shunted $600M to Favored Portfolios: SEC, DOJThe former co-chief investment officer for Western Asset Management, 70, could face 20 years in prison.
November 07, 2024
Vanguard to Pay $40M in Target-Date Sell-Off CaseIt caused an "elephant stampede" sale of these funds when it opened institutional products to more retirement plans.
November 04, 2024
BlackRock Seeks to Offer Vanguard-Style ETF Shares in Mutual FundsThe firm joins dozens of others who've made similar requests since Vanguard's patent on the structure expired.