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.
Citigroup, Genworth Face Lawsuits Over BlackRock TDFs in Their 401(k)s
By Melanie WaddellRetirement plan participants have sued at least six companies since Friday over the "underperforming" target date funds.
July 29, 2022
El-Erian, Crescenzi Explain Why Investors Are Betting on the Fed"The market is looking for a pivot ... when the only reason you would get it is [if] the economy collapses," said economist Mohamed El-Erian.
July 26, 2022
Tactical Funds Fumbling Their Chance to Shine This Year: Morningstar"I see no reason to invest in such funds," Morningstar's John Rekenthaler wrote.
July 25, 2022
In Rocky Markets, Female Fund Managers Take Less Risk for Same Performance as Men: StudyMale-managed portfolios have higher total risk when sentiment is bad, according to recent research.
July 25, 2022
The 60/40 Strategy Will Make a Comeback: Morgan StanleyThe approach offers higher estimated long-term returns over the next decade than in the last 10 years, says a strategist.
July 18, 2022
Morgan Stanley, Goldman Say Stocks Have Yet to Find a BottomAlso, JPMorgan strategists say that markets could experience more challenging earnings-related news over the summer.
July 14, 2022
Here's How Much Poorly Timed Trades Cost Fund Investors: MorningstarBuying and holding or making regular investments should help investors narrow the gap, Morningstar says.
July 12, 2022
Record-Low Fund Fees Saved Investors $6.9B Last Year: MorningstarU.S. funds' asset-weighted average expense ratio fell to 0.40% in 2021, less than half of what it was in 2001.