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.
Transamerica Cuts Fees on 26 Share Classes of Active Funds, Variable Annuities
By Bernice NapachThis is the second set of fee cuts for Transamerica funds this year.
August 27, 2020
Vanguard Reopens, Reorganizes Money Market FundsThe news comes about four months after the fund giant closed its Treasury Money Market Fund to new investors.
August 24, 2020
Vanguard Shakes Up International Fund TeamSome changes to the active management team will slightly increase the one-star fund's expense ratio.
August 24, 2020
Vanguard Changes Energy Fund's Benchmark: Portfolio ProductsAlso, Alger to launch its first two ETFs.
August 18, 2020
3 Reasons the SEC's Latest Shareholder Proposal May Be a Game-ChangerSimplifying the information and reducing redundancy in mutual fund docs are the right steps by the regulator.
August 14, 2020
12b-1 Fees Still on SEC's Radar as SCF Agrees to Repay $567KRegulator says the RIA also will pay a fine of $200,000 to settle issues tied to funds with undisclosed revenue and higher costs.
August 12, 2020
How to Choose a Model PortfolioA new Morningstar report is a good primer for advisors considering outsourcing investment management.
August 10, 2020
Morningstar's July Winners & LosersThe latest updated ratings affect funds from Vanguard, T. Rowe Price, Sequoia and other asset managers.