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.
Most Active Funds Trailed Benchmarks in Q3: BofA
By Michael S. FischerThe share of active funds outperforming year-to-date is less than half, but still higher than from 2018-2020, the bank reports.
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.
August 26, 2021
Vanguard Personal Advisor Services to Add 3 New Active Equity FundsOnce added, the mutual funds will be part of a five-fund equity offer from Vanguard PAS.