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.
Fidelity Fund Pioneer Edward Johnson III Dies at 91
By Sree Vidya Bhaktavatsalam and John GittelsohnHe revolutionized financial management by promoting mutual funds for retirement plans and money-market checking accounts.
March 23, 2022
15 Top Target-Date Funds for 2022: MorningstarIn 2021, target-date strategies had net inflows of $170 billion, more than double that of 2020 and pushing assets to $3.3 trillion
March 23, 2022
BD to Pay Over $400K for Failing to Supervise RepsFINRA has sanctioned an independent broker-dealer over sales of risky alternative mutual fund to clients.
March 22, 2022
13 Funds to Buy for Your IRA: MorningstarRussel Kinnel, director of manager research, selected these funds as good fits based on their five-year tax-cost ratios.
March 18, 2022
TDFs Overwhelmingly Use TIPS to Hedge Inflation: CerulliTIPS may be a hedge for sharp, unexpected increased in inflation, the report says, but are relatively expensive.
March 11, 2022
13 Top Female Portfolio Managers: MorningstarMorningstar highlighted women who have built impressive careers in investing.
March 04, 2022
SEC Slams RIA With $30M Fine Over 12b-1 Fees, Proprietary FundsThe SEC is getting "aggressive" in fighting breaches of fiduciary duty, Ron Rhoades told ThinkAdvisor.
March 03, 2022
Wall Street Fund Giants Face Headache as Indexes Dump RussiaA Direxion leveraged ETF will shut, while others from the likes of BlackRock and DWS Investment are blocking new cash from entering.