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.
Gen Z Investors Pile Onto Fidelity's Retirement Platform
By Michael S. FischerThe next generation is leveraging Roth IRAs and target date funds, the firm reported.
October 28, 2021
NYLife Securities to Pay $263K Over Mutual Fund SwitchesTen clients paid unnecessary front-end sales charges for mutual funds due to the firm's supervisory failures, FINRA says.
October 28, 2021
T. Rowe Price to Buy Debt-Investment Firm for $4.2BThe fund firm has agreed to acquire Oak Hill Advisors to expand into private debt investing.
October 22, 2021
Kitces: Schwab 'Declaring War on Funds' With Direct Indexing PlatformMichael Kitces' remark touched off a debate among advisors on the pros and cons of direct indexing.
October 19, 2021
What the First Bitcoin Futures ETF Means for AdvisorsBITO paves the way for more ETFs based on Bitcoin futures but not ETFs that hold actual Bitcoin, say analysts.
October 15, 2021
BlackRock Launches iShares Core Bond ETFBlackRock is the latest among a growing number of asset managers to bring to market a core bond fund this year.
October 13, 2021
Bill Gross Says Bond Market 'No Disaster,' Sees 10-Year Yield at 2%Even if bonds are likely to suffer losses, they still have a role to play in portfolios given the economic uncertainties, the PIMCO co-founder says.
October 12, 2021
Vanguard Taking Orders for New Core-Plus Bond FundThe fund will be the firm's first actively managed mutual fund to launch this year.