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.
VanEck Adds 2 Corporate Bond ETFs: Portfolio Products
By Jeff BermanAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.
November 30, 2020
Fidelity Plans to Merge 3 Funds, as Assets Hit $3.5TOne planned fund merger affects the flagship Magellan fund; meanwhile, the number of new RIA client accounts grew 164% from last year.
November 29, 2020
10 Tax Tips to Take Advantage of By Year-EndAdvisors and clients can benefit from these insights on gifting, retirement and other areas — shared recently by BNY Mellon tax experts.
November 23, 2020
4 Ways to Soften Fund Investors' Tax Pain: MorningstarIt's nearly time for capital gains distributions, and wealthy clients in taxable accounts may have a decision to make.
November 23, 2020
Pershing's Lockwood Rolls Out New UMA ProgramThe minimum account size for the UMA is $50,000, and its annual program fee starts at 30 basis points.
November 19, 2020
Fidelity, Vanguard Rank Lowest in Morningstar's New ESG RatingThe ESG Commitment rating measures how asset managers integrate ESG factors into their strategies.
November 19, 2020
T. Rowe Is Creating a Second Investment FirmT. Rowe Price Investment Management will initially assume management of six existing strategies.
November 16, 2020
Fidelity Rolls Out Comprehensive Wealth Platform for AdvisorsThe Fidelity Managed Account Xchange (FMAX) is available to RIAs, family offices and BDs.