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.
SEC Retreats From 'Swing Pricing' Mandate for Mutual Funds After Stiff Opposition
By Lydia BeyoudThe plan would have imposed swing pricing during periods of high redemptions, making it costlier for investors.
August 20, 2024
Why There's a 15% Gap Between Investor and Fund ReturnsPoorly timed investor moves aimed at timing market highs and lows weren't the only factor, Morningstar said.
August 14, 2024
10 Stock Picks From the Best Fund Managers: MorningstarOne way to pick stocks is to follow the smart money.
August 13, 2024
Cadaret Grant to Pay $6M Over Mutual Fund Revenue-Sharing ConflictsThe firm must evaluate whether clients should be moved to an available lower-cost share class or fund.
August 12, 2024
Vanguard Removes Oaktree as Emerging Markets Fund AdvisorThe giant asset manager said Monday it also shaved the expense ratio of the $785 million fund effective immediately.
August 09, 2024
10 Best Growth Stocks to Buy and Hold: MorningstarThere are some growth-stock deals to be found as value stocks gain the upper hand, analysts say.
July 09, 2024
The Fund Fee War Might Be Slowing Down: MorningstarThere were more fee increases than decreases among both passive and active funds for the first time since 2019.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.