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.
Matthews Asia Merges Two Funds Due to Asset Overlap: Portfolio Products
By Bernice NapachAlso, FTSE Russell is adding Chinese government bonds to its World Bond Index.
March 26, 2021
4 Top Value Fund Picks for Investors: MorningstarMorningstar's Susan Dziubinski and Russel Kinnel discuss whether the comeback of value strategies is sustainable.
March 11, 2021
Advisors Should Go Beyond the 'Easy' ButtonWhile indexing has benefits like lower costs, actively managed investments may offer advantages in some asset classes.
March 03, 2021
TDF 2.0 Is Here. Who's Ready?The latest target date approaches aim to get investors through retirement by embedding some type of guaranteed income product into the strategy.
February 22, 2021
Vanguard Launches Total International Bond II Index Fund: Portfolio ProductsIn addition, BNY Mellon has introduced SMA ETF model portfolios on the Envestnet platform.
February 05, 2021
Ark's Cathie Wood Amasses $50B and a New Nickname: 'Money Tree'Wood's eye-popping returns catch the pros' attention, while her approachable persona attracts investors just starting out.
February 02, 2021
SEC Creates New Senior Role Focused on Climate Change, ESGSatyam Khanna, a former counsel to ex-Commissioner Robert Jackson, will be the agency's first senior policy advisor on climate and ESG.
February 01, 2021
20 Top International Stock Fund PicksMorningstar analysts share highly rated stocks and funds that investors should consider to increase exposure to international equities.