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.
Record-Low Fund Fees Saved Investors $6.9B Last Year: Morningstar
By Dinah Wisenberg BrinU.S. funds' asset-weighted average expense ratio fell to 0.40% in 2021, less than half of what it was in 2001.
July 06, 2022
Vanguard to Pay $6.25M Over TDF Tax Bills in MassachusettsA massive cut to investment minimums for institutional shares left small investors with a huge tax liability.
June 30, 2022
S&P 500's Worst First Half Since 1970 Won't Tell You Much About the Second HalfSince 1957, when it had a negative first half, the index experienced a negative second half about half the time, says Anu Ganti of S&P Dow Jones.
June 29, 2022
Bond Market Rebound Is Bad News for the EconomyThe shift to quantitative tightening and the end of massive fiscal stimulus is a major shock to the economy.
June 21, 2022
Advisors, It's Time to Dust Off the Inflation PlaybookInflation isn't looking so transitory anymore. Here's what investors can do now.
June 16, 2022
How Rising Yields Affect Retirees: Morningstar's BenzRetirees should do an audit of their bond holdings in a rising rate environment, the personal finance director says.
June 14, 2022
Senate Panel Advances Retirement Bill as Part of Secure Act 2.0 PlanThe Rise & Shine Act has cleared the HELP Committee, bringing a Secure Act 2.0 package a step closer.
June 07, 2022
11 New Findings on How 5 Million Americans Are Saving for Retirement: VanguardVanguard analyzed 5 million accounts to tease out how retirement investors' behavior has changed.