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.
First ETF to Track 'Blank Check' Companies Launches: Portfolio Products
By Jeff Berman | Bernice NapachMeanwhile, SoFi has launched the first actively managed ETF that offers investors a weekly income payout.
September 29, 2020
Envestnet Brings On Dana D'Auria as Co-Chief Investment OfficerHer hiring comes two months after Dani Fava, formerly with TD Ameritrade, was named the firm's head of strategic development.
September 28, 2020
Vanguard, BlackRock, Transamerica Launch New ESG ETFs: Portfolio ProductsAlso, State Street adds a new fixed income ETF.
September 24, 2020
When Will We Get Vanguard PE Products in 401(k) Plans?It may be years away, but here's how the "retailization" of private equity could play out, according to a group of experts
September 24, 2020
Advisors Expect More From Asset Managers in 'New Normal'Many advisors say they've changed their ways during the pandemic but asset managers haven't caught up, a Broadridge survey finds.
September 18, 2020
Sustainable Fund Performance Beats Peers: Morgan StanleyFurther, despite the pandemic, net inflows to ESG funds are breaking records this year.
September 17, 2020
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find OutOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 16, 2020
How to Invest in Today's Low-Rates-for-Longer Bond MarketBond strategists weigh in at Morningstar's all-virtual annual conference.