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.
How Fund Capital Gains Could Hurt Investors — Even With Market Losses
By Dinah Wisenberg BrinMany funds have had redemptions due to market weakening in 2022 and have sold assets to meet demands for cash, explains Morningstar's Stephen Welsh.
November 03, 2022
14 Best 529 College Savings Plans: Morningstar, 2022Just two plans earned Morningstar's highest rating, one of which has held its position for the past decade.
October 28, 2022
Recession-Proofing Your Clients' Retirement PortfoliosAdvance planning is the only real way to mitigate the pain of a market downturn and recession for retirees.
October 28, 2022
SEC Votes to Make Funds, ETFs Simplify Their Fee DisclosuresA new final rule standardizes the presentation of fees and expenses and encourages the use of graphics.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 25, 2022
Janus 401(k) Plan Loaded With Subpar Proprietary Funds, Suit ClaimsThe Janus Henderson Funds also "charged higher fees relative to nonproprietary alternatives," the suit states.
October 25, 2022
4 Major Themes That Will Shape the DC Retirement Market in 2023Plan sponsors will need help to ensure that they are meeting the needs of employees and retirees.
October 19, 2022
Vanguard Funds Leak $3B in Rare Month of Net Outflows"Tumbling equity markets and declining bond prices made some investors head for the exits," Morningstar said.