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.
FINRA Bars Ex-Cetera Rep Who Used Client Money to Buy Her Son Mutual Funds
By Jeff BermanCetera terminated the former broker after investigating her for allegedly converting over $40,000 from three older clients.
April 04, 2022
Capital Group Teams With Morningstar on Personalized Target Date ServiceTarget Date Plus will offer customized portfolios based on investors' age, salary, assets, savings rate and company match rate.
March 31, 2022
Annexus and State Street to Create In-Plan Annuitization ProgramA monthly, multi-carrier process could help hold annuitization costs down.
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.