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.
ICI Names New York Life Exec as Chair
By Melanie WaddellYie-Hsin Hung says she wants to lead the industry on ESG, diversity and inclusion and fintech.
September 30, 2021
Class-Action Suit Over Allstate 401(k) Plan Can Go ForwardA judge has dismissed a motion to drop a suit against Allstate and its plan fiduciaries for mishandling 401(k) management choices.
September 30, 2021
Peter Mallouk: Target Date Funds a 'Terrible Choice' for Most InvestorsThe Creative Planning CEO sparked a heated debate over the merits of this popular retirement investment.
September 30, 2021
Kitces: The 5 Trends Shaking Up the Advisor WorldA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?
September 28, 2021
Vanguard Merging Retirement Funds, Cutting Fees, Adding a New OptionThe changes could lower costs for target date fund investors by $190 million, Vanguard says.
September 22, 2021
Active Equity Funds Still Trailing Passive IndexesMore than half of active U.S. equity funds underperformed their indexes in the year ended June 30, S&P Dow Jones Indices reports.
September 02, 2021
The Hottest Stocks Since January 2020 and the Funds That Bought ThemMany gained several hundred times their January 2020 prices over the next eighteen months.
August 31, 2021
Self-Directed 401(k) Balances Surge in Q2: Schwab401(k) brokerage accounts that were advised had higher average balances than those that weren't, Schwab reported.