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.
T. Rowe Cuts Fees on TDFs, Plans New Lineup
By Janet LevauxThe resulting asset-weighted average fee reduction is 6.3 basis points for its TDFs and 4.8 basis points for TDF trusts.
May 14, 2021
Lawmakers Ask Government Watchdog to Probe Target Date FundsCertain aspects of TDFs may be placing retirement savers at risk, the lawmakers say.
May 13, 2021
Fidelity Adds Capabilities to Integration Xchange: Tech RoundupAlso, LPL's new Meeting Manager tool helps advisors prepare for client meetings.
May 12, 2021
SEC Staff Warns Against Mutual Funds That Own Bitcoin FuturesInvestors should consider the risks, the risk disclosure of funds and their own risk tolerance, the statement says.
May 03, 2021
More Cryptocurrency Funds Are Coming to Market: Portfolio ProductsMeanwhile, Ric Edelman's crypto council announced another educational partnership for advisors.
April 30, 2021
Bonds Beat Stocks at Pension Funds, Turning 60/40 Inside OutRetirement funds of 100 top public companies, with combined assets of some $1.8 trillion, have ratcheted up fixed-income allocations to a record level.
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.