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.
Active Funds Lag Passive Peers in Volatile Market: Morningstar
By Dinah Wisenberg BrinOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."
September 09, 2022
Ex-LPL Rep Pleads Guilty to Witness Tampering, FraudThe barred broker pleaded guilty to fraud and identity theft last year but scrapped the plea deal.
September 08, 2022
Senators Release Final Text of EARN Act Retirement BillThe bill will be part of the Senate's Secure 2.0 package, which must be reconciled with the House version.
September 07, 2022
Guardian Capital Unveils Modern TontineMoshe Milevsky, who helped develop the tontine, says it is structured like a mutual fund.
September 06, 2022
TCW Hires Goldman Veteran as CEOKatie Koch joins the $220 billion asset manager after 20 years at Goldman, where she rose to become partner.
September 02, 2022
Bonds Tumble Into Their First Bear Market in a GenerationSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
August 31, 2022
Morningstar to Merge 2 Rating SystemsThe firm is combining its forward-looking managed investment ratings to create the Morningstar Medalist Rating.
August 26, 2022
SEC Loophole Lets Funds Mislead Investors on Performance: StudySome funds change their benchmark indexes to "manipulate the benchmark-adjusted performance they present to investors," researchers found.