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.
10 Bond Funds With Big Russian Holdings: Morningstar
By Ginger SzalaIn the wake of its Ukraine invasion, Russia's markets have crashed, affecting funds with heavy Russian holdings.
February 15, 2022
Fidelity Adds Tactical Bond Mutual FundThe fund allows investors to allocate their assets across the spectrum of the debt market, the firm says.
February 15, 2022
401(k) Core Menus Are Not Retirement ReadyRecent research shows two big gaps in DC plan investment menus and why updating them is essential.
February 14, 2022
Vanguard Cuts Target Date Fund FeesThe change follows the giant asset manager's consolidation of its Target Retirement Fund suites.
February 04, 2022
Cathie Wood's New Fund Targets Illiquid Assets, Limits ExitsThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.
February 04, 2022
Will the SEC Ban 12b-1 Fees?Their use is declining as the SEC targets conflicts of interest. But are they a "lesser evil"?
February 01, 2022
Vanguard Posts Details on Latest Fee CutsThe fund giant has cut expense ratios for seven actively managed mutual funds and one index ETF.
January 31, 2022
Vanguard Adds Ariel Investments as Outside AdvisorAriel Investments will work on oversight of the Vanguard Explorer Value Fund with two other firms.