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.
Active Funds' Ability to Beat Passive in Downturns 'Is a Myth': Morningstar
By Janet Levaux | Ginger Szala"People want to believe," says Ben Johnson, Morningstar's director of global ETF research.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.
June 30, 2020
BlackRock Adopts New Investing Framework Due to PandemicCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.
June 29, 2020
UBS Expands SMAs to Third-Party Asset Managers: Portfolio ProductsAlso, Orion teams with State Street on suite of low-cost model portfolios.
June 25, 2020
Asset Managers and Strategists of the Year 2020: Shining in Exceptional TimesWe spotlight Envestnet portfolio managers with strategies that produce consistently strong results.
June 24, 2020
Strategist of the Year: American Funds"The way we invest is different from most other asset managers. We do not use a style system. Instead we use a multi-manager system that divides the portfolio into segments, each run by an individual manager."
June 24, 2020
DOL Proposes Limit on ESG Investments in Retirement PlansThe proposal reverses Obama-era guidelines allowing retirement plans to consider the social impact of investments.
June 24, 2020
Performance Now Ranked as Top Reason for Sustainable Investing: SurveyInvestors in Nuveen's latest responsible investing survey cited better performance over values.