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.
The Case for ESG Funds During Volatile Times: Morningstar
By Bernice NapachThey capture less of the downside and have lower volatility ratings than non-ESG funds.
June 10, 2020
Fees Keep Falling as Cheapest Funds Gobble Assets: MorningstarThe savings investors receive from favoring lower cost funds accrues to billions of dollars over time.
June 10, 2020
How Investors Can Evaluate Muni Bonds in the COVID-19 EconomyInvestors and their advisors need to be extremely thorough in the current environment. Technology can help.
June 08, 2020
Allianz Jumps Into ETF Space: Portfolio ProductsAlso, SEI introduces new fund strategies for independent advisors.
June 04, 2020
Merrill Repaid $7M to Fund Investors for OverchargesThe firm failed to ensure that clients received sales charge and fee waivers they were entitled to, FINRA says.
June 01, 2020
Mutual Fund Assets Bounced Back in April, but Outflows Continued: CerulliThe research firm also put a spotlight on interval funds, which can hold both liquid and illiquid assets.
June 01, 2020
Gary Shilling: Recession Will Last Into 2021But stocks, unlike Treasurys, are trading as if it won't, according to the economist and investment advisor.
June 01, 2020
BlackRock Introduces New Treasury Bond ETF: Portfolio ProductsAlso, J.P. Morgan Asset Management partners with global funds network Calastone.