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.
DFA Updates ETF Share Class Application After 'Productive' SEC Talks
By Dinah Wisenberg BrinThe agency's acting chair said he was prioritizing review of applications for the Vanguard-style arrangement.
February 14, 2025
Low-Cost Vanguard Generates the Most Fee Revenue: MorningstarVanguard's "hugeness" enables it to gobble market share as its low costs attract investors, Morningstar says.
February 05, 2025
Pimco’s Ivascyn Embraces Trump-Driven Bond Market VolatilityHis approach has helped the Income Fund rally in the past three months, beating 96% of rivals.
February 04, 2025
What's a Financial Advisor Really For?Bestselling author Charley Ellis favors indexing and blasts AUM fees but says advisors can still add real value.
February 03, 2025
Vanguard Cuts Fees on 87 FundsThe mutual fund and ETF expense ratio reductions should save investors over $350 million this year, Vanguard says.
January 29, 2025
Top 15 Value-Creating Funds: MorningstarThese funds grew the most over the past decade, an analysis finds.
January 17, 2025
BlackRock In-Plan Annuity Program Attracts $16B in AssetsEquitable and Brighthouse will provide the streams of lifetime income.
January 17, 2025
Vanguard to Pay $106M to Settle Charges Over Misleading StatementsThe settlement is tied to tax bills some clients received after others switched to lower-cost funds.