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 Creates New Senior Role Focused on Climate Change, ESG
By Bernice NapachSatyam Khanna, a former counsel to ex-Commissioner Robert Jackson, will be the agency's first senior policy advisor on climate and ESG.
January 28, 2021
Few Retirement Plans Offer Alts in Target Date Funds: StudyESG approaches aren't particularly popular among plan sponsors either, PGIM found.
January 27, 2021
Morningstar Launches Broader Style Indexes for StocksThe new indexes cover more of the U.S. equity market than Morningstar's traditional style box, which they complement.
January 26, 2021
BlackRock Champions Net Zero Emissions as New Standard for InvestingThe world's largest asset manager has committed itself to several changes, but can it walk the walk?
January 25, 2021
Vanguard U.S. Value Fund to Merge Into Value Index Fund: Portfolio ProductsAlso, Franklin Templeton expanded its thematic active ETF lineup.
January 25, 2021
ETFs Are Hot; Mutual Funds Are Not: MorningstarThe gap between ETF and mutual fund asset flows has never been wider.
January 21, 2021
BlackRock Moves to Add Bitcoin Futures to 2 FundsSEC filings say its Strategic Income Opportunities Portfolio and Global Allocation Fund can each invest in the cryptocurrency's futures.
January 19, 2021
Fidelity Takes On Vanguard in TDF Space, Matching Its Lower MinimumsThe 95% cut in the minimum investment makes the low-cost shares available to more retirement fund sponsors and participants.