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.
Morningstar Cuts ARKK Rating to Negative
By Ginger SzalaCathie Wood's flagship fund took a "wretched" 45.5% loss in the 12 months through February, strategist Robby Greengold wrote.
March 31, 2022
Liz Ann Sonders: 3 Indicators Advisors Should Watch NowThe Fed is likely to front-load rate hikes, Schwab's chief investment strategist says.
March 30, 2022
6 Best 'True' S&P 500 Index Funds: MorningstarIn a new blog post, John Rekenthaler describes how he picked the "best" funds.
March 29, 2022
10 Talking Points for Clients Who Think 'Bonds Are Boring'Here are some helpful conversation starters to get clients to follow your advice on asset allocation.
March 24, 2022
Size Does Matter: Why Morningstar Downgraded Fidelity ContrafundThe fund may have gotten too many assets and too focused on mega-stocks, which has affected performance.
March 24, 2022
Fidelity Fund Pioneer Edward Johnson III Dies at 91He revolutionized financial management by promoting mutual funds for retirement plans and money-market checking accounts.
March 24, 2022
Fidelity Enhances Bond Beacon: Tech RoundupAlso, Oppenheimer has launched its Investor Gateway wealth management technology platform.
March 24, 2022
SEC Prevails in 12b-1 Fee Case Against Advisory FirmRather than settle, the firm says it spent two years fighting to stop the SEC's push to create "new regulation without following the formal rule-making process."