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.
Vanguard to Merge Active Value Fund Into Larger Passive Fund
By Bernice NapachIf shareholders approve, the Vanguard U.S. Value Fund will merge into the Vanguard Value Index Fund.
July 16, 2020
MaxMyInterest Integrates With Morningstar: Tech RoundupAlso, E-Trade launched a developer platform that will allow corporate clients to streamline services.
July 13, 2020
Morningstar's June Winners & LosersThese latest ratings included an upgrade for some Vanguard funds, while overall 140 funds and ETFs were downgraded.
July 13, 2020
7 Predictions for the Investment Industry: William BlairThe firm's research details the big changes afoot, from technology to investing strategies to retirement planning.
July 10, 2020
SEC Move Could Cause 90% Drop in Investment Managers Reporting Quarterly HoldingsBy not considering how "the world has changed" since '75, the SEC is "plucking out blocks from a Jenga tower," said a securities law professor.
July 08, 2020
7 Steps to Give Portfolios a Midyear CheckupMorningstar's Christine Benz provides insights on how to give client retirement savings a review.
July 07, 2020
Stocks Party Like It's 1999: LipperThese were the top-performing stock sectors for Q2, according to the research group.
July 06, 2020
T. Rowe Price Gets SEC's OK on Nontransparent ETFsThey will be the first ETFs of any kind for the giant asset manager.