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.
3 Reasons the SEC's Latest Shareholder Proposal May Be a Game-Changer
By Mark Jensen and Ian RoffmanSimplifying the information and reducing redundancy in mutual fund docs are the right steps by the regulator.
August 10, 2020
Morningstar's July Winners & LosersThe latest updated ratings affect funds from Vanguard, T. Rowe Price, Sequoia and other asset managers.
August 10, 2020
Dodge & Cox to Launch First Fund in Six YearsThe emerging market fund is expected to charge 0.70% in annual operating expenses, including a 0.60% management fee.
August 07, 2020
SEC Proposing 'Complete Overhaul' of Fund Disclosures: ReportPossible changes would affect mutual fund and ETF prospectuses, annual reports and advertising.
August 03, 2020
The Pros and Cons of Nontransparent ETFs: Morningstar's JohnsonA checklist for advisors considering them for client accounts.
August 03, 2020
Parametric Introduces Custom Core Fixed Income: Portfolio ProductsAlso, TagniFi launches closed-end mutual fund dataset.
July 31, 2020
Vanguard Execs Have Some Words of Wisdom for AdvisorsCEO Tim Buckley and Advisor Services head Tom Rampulla discuss the COVID-era realities advisors are facing.
July 29, 2020
Vanguard to Merge Active Value Fund Into Larger Passive FundIf shareholders approve, the Vanguard U.S. Value Fund will merge into the Vanguard Value Index Fund.