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.
Top Asset Managers in 10 Categories, Ranked by Advisors — J.D. Power, 2020
By Michael S. FischerAdvisors rated the firms on factors including trustworthiness, research and ease of doing business.
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.
October 26, 2020
BlackRock Exec Rejoins DWS as U.S. Head of WealthMatt Hilding is focused on growing the firm's U.S. channel, which is key for its overall growth strategy.
October 26, 2020
Fidelity Expands Reach of Its Model PortfoliosFidelity Model Portfolios are now available to advisors on 16 platforms.
October 25, 2020
Fidelity International Buys U.K.-Based Personal Investing BusinessThe deal brings 300,000 Legal & General clients and the equivalent of about $7.6 billion of assets to the London-based business.
October 23, 2020
Wells Fargo Weighs Sale of Asset Management Arm; Restructures Wealth UnitThe news comes shortly after the bank announced it had cut hundreds of jobs, including advisors.
October 23, 2020
Morningstar Restructures Leadership of Research OperationsIt named a 17-year company veteran to the newly created chief ratings officer role.