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 Staff Warns Against Mutual Funds That Own Bitcoin Futures
By Bernice NapachInvestors should consider the risks, the risk disclosure of funds and their own risk tolerance, the statement says.
April 30, 2021
Christine Benz: Biden Tax Plan Is Wake-Up Call to Trim Portfolio RiskMorningstar's director of personal finance says advisors need to worry less about taxes and more about concentrated positions.
April 22, 2021
Vanguard's Global Head of Fixed Income to RetireJohn Hollyer will be succeeded by Sara Devereux, the head of rates, who joined Vanguard from Goldman in 2019.
April 22, 2021
Value Funds Gobbled Money in March: MorningstarVanguard and BlackRock's iShares led inflows in March; DFA and T. Rowe Price led outflows.
April 12, 2021
Vanguard Cuts Fees on Retirement Trusts: Portfolio ProductsThe BlackRock U.S. Carbon Transition Readiness ETF (LCTU) pulled in $1.25 billion in assets on its first trading day.
April 05, 2021
Matthews Asia Merges Two Funds Due to Asset Overlap: Portfolio ProductsAlso, FTSE Russell is adding Chinese government bonds to its World Bond Index.
April 01, 2021
Financial Stability Council Eyes Nonbanks' Access to CashAn analyst says it should be easier for FSOC to tag insurers and other nonbanks as systemically important.
March 29, 2021
History Made With First U.S. Mutual Funds Converted to ETFsTwo actively managed Guinness Atkinson Asset Management mutual funds have been converted into lower-cost ETFs.