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.
The Target Date Fund Change That Could Help Boomers Avoid Retirement Ruin: Ron Surz
By Jane Wollman RusoffBig firms are looking at risk with the wrong yardstick, the Target Date Solutions president suggests.
August 11, 2025
LPL Rep Sold Complex Product to 95 Year-Old Client, Violating Reg BIThe rep put the client in Government National Mortgage Association support class bonds, a mortgage-backed security.
July 23, 2025
Crossmark, Bob Doll Launch 2 Active ETFsThe faith-based investment management firm cited investor demand for active, transparent funds focused on values.
July 18, 2025
T. Rowe Price Cuts Jobs Across the Firm After Years of OutflowsThe firm's clients pulled about $43 billlion from its funds in 2024, for instance.
July 15, 2025
Vanguard's CEO Looks to Innovate Without Selling OutThe firm is moving into AI and private credit while striving to maintain its low-cost ethos, Salim Ramji says.
July 09, 2025
Vanguard Launches 3 Bond ETFsThe additions include one actively managed and two index U.S. government bond ETFs.
July 08, 2025
Schwab Expands 'Institutional No Transaction Fee' Fund OfferingsSchwab is roughly doubling the INTF funds and asset managers available to RIAs.
June 23, 2025
Northern Trust Commits to Staying Independent After BNY ApproachA tie-up would bring together two of the largest custodian banks in the world.