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.
Value Funds Gobbled Money in March: Morningstar
By Bernice NapachVanguard and BlackRock's iShares led inflows in March; DFA and T. Rowe Price led outflows.
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.
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.