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.
BNY Mellon Investment Adviser Hit With $1.5M SEC Fine for ESG Infractions
By Melanie WaddellBNY Mellon did not always perform the ESG quality review that it disclosed using as part of its investment selection process.
May 17, 2022
Pimco Sees $14B in Outflows Amid Bond SelloffOutside clients pulled money for the first time since the pandemic's start as investors fled fixed income securities.
May 12, 2022
Meet the 2022 Asset Managers of the YearThis year's winners were selected from thousands of managers on the Envestnet platform by Envestnet | PMC and ThinkAdvisor.
May 09, 2022
Capital Group ETFs Now Available in Model PortfoliosThe firm's ETFs are included in SEI's expanded line of models, along with American Funds mutual funds.
May 06, 2022
Edelman, Nadig Say FINRA Complex Product Ideas Are 'Unworkable,' TerrifyingFINRA's potential definition of complex products is so broad it could include target date funds, Dave Nadig says.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
May 03, 2022
Sustainable Fund Inflows Fell Sharply in Q1: MorningstarFlows into the broader market declined even more.
May 02, 2022
Few Retirees Leave Workforce Gradually: EBRIThe realities of retirement are often different than workers expect, EBRI's long-running retirement survey finds.