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.
Using Bond Ladders to Create a Personal Pension Is Getting Easier
By Michael FinkeNew types of funds enable financial planners to use income strategies that were once nearly exclusive to pensions.
October 22, 2025
16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' AdviceTen stocks in the index comprise 40% of its market cap. What's an advisor to do?
September 29, 2025
ETF Share Classes Coming Soon: A 'Huge Step Forward,' but Questions RemainDual share class funds could face conflict-of-interest issues, an asset management executive says.
September 29, 2025
SEC Plans to Let Dimensional Offer Dual Share Class FundsRoughly 70 other asset managers are waiting to hear back from the SEC on their applications.
September 19, 2025
6 ETFs for Falling Interest RatesClients might consider shifting funds to small-cap stock or bond ETFs as interest rates decline.
September 17, 2025
Vanguard Launches Its First High-Yield Bond ETFThe new exchange-traded fund comes when junk bonds are expensive, one analyst notes.
September 17, 2025
Advisors Nudge Retirement Investors Into Riskier Portfolios, Study FindsAdvisor use, CRR finds, is associated with less safe allocations for average clients — likely to their benefit.
September 09, 2025
Judge Tentatively OKs $25M Vanguard Target-Date Selloff SettlementA previously rejected $40 million settlement would have paid less to affected investors.