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.
Orion Adds More BlackRock Strategies: Portfolio Products
By Jeff BermanAlso, State Street introduces a new fixed income SPDR ESG ETF.
November 11, 2020
FINRA Launches Targeted Exam of Fund Fee WaiversThe targeted exam was prompted by a June 4 settlement with Merrill Lynch.
November 10, 2020
Quiz: Do You Know These Investment Tax Facts?Test your knowledge on the tax treatment of stocks and bonds.
November 06, 2020
Top Asset Managers in 10 Categories, Ranked by Advisors — J.D. Power, 2020Advisors rated the firms on factors including trustworthiness, research and ease of doing business.
November 03, 2020
DFA Announces More Fund Fee CutsThis will be the second management fee cut for most of the 33 funds within a year.
November 02, 2020
BlackRock Adds New Small-Cap Value ETF: Portfolio ProductsAlso, new T. Rowe Price active ETFs are made available commission-free on several major custodial platforms.
October 30, 2020
Vanguard Fund Gets Morningstar Downgrade as Its Manager Takes a Step UpThe fund's "personnel advantage won't be as pronounced" after manager Jean Hynes takes the helm of a key Vanguard subadvisor.
October 27, 2020
3 Reasons Gundlach Is Bearish on U.S. Stocks"The U.S. will be the worst performing stock market over the next five years," the DoubleLine CEO said, discussing the bond asset classes he favors now.