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.
Falling Fund Fees Saved Investors $6.2B in 2020: Morningstar
By Michael S. FischerInvestors in sustainable funds pay a "greenium" versus investors in conventional funds, but it has been shrinking.
August 23, 2021
Stock Funds Bled Assets for First Time Since January: MorningstarVanguard continued to attract money, while active managers T. Rowe Price and Franklin Templeton suffered big net outflows.
August 23, 2021
5 of the Biggest Fund Upgrades in 2021: MorningstarMorningstar's Russel Kinnel says ratings upgrades tend to be the result of subtle accumulation of favorable discoveries.
August 16, 2021
Direct Indexing to Grow Faster Than ETFs, Mutual Funds: CerulliCerulli is forecasting a 11.4% annual growth rate over the next five years vs. 11.3% for ETFs and 3.3% for mutual funds.
August 16, 2021
Target Date Funds Desperately Need a RethinkHow might we design glide paths today to manage sequence of return risk and longevity risk?
August 11, 2021
JPMorgan to Convert $10B in Mutual Funds to ETFsThe move follows Dimensional Fund Advisors' June conversion of $29 billion in mutual funds to four active equity ETFs.
August 09, 2021
25 Top Foreign-Stock Funds: MorningstarSusan Dziubinski's latest roundup includes offerings from American Funds, DFA, Oakmark, Vanguard and others.
August 02, 2021
Brandywine Global Acquires Diamond Hill High Yield Bond FundsThe deal involves the $2.3 billion Diamond Hill Corporate Credit Fund and the $1.1 billion Diamond Hill High Yield Fund.