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.
Merrill Repaid $7M to Fund Investors for Overcharges
By Bernice NapachThe firm failed to ensure that clients received sales charge and fee waivers they were entitled to, FINRA says.
June 01, 2020
BlackRock Introduces New Treasury Bond ETF: Portfolio ProductsAlso, J.P. Morgan Asset Management partners with global funds network Calastone.
May 29, 2020
Americans Ponder Savings Protection, Expect Further Stock Drops: Allianz LifeForty-five percent said they were willing to give up some potential gains in exchange for loss protection, the insurer found in a survey.
May 27, 2020
How Asset Managers Are Addressing the Threat of Negative YieldsIt may never happen, but that hasn't stopped firms from taking preemptive steps.
May 23, 2020
New Fed Bond Market Stabilization Fund Goes ShoppingThe SMCCF and its sister have invested $1.496 billion more in corporate bonds.
May 22, 2020
JPMorgan Rolls Out New Active ETFs : Portfolio ProductsMeanwhile, State Street is set to close and liquidate the SPDR S&P Technology Hardware and SPDR S&P 500 Buyback ETFs.
May 21, 2020
ESG-Focused Funds Are Outperforming During PandemicAn S&P Global report also explains how the pandemic is increasing demand for these funds.
May 20, 2020
Can Interactive Brokers' New Fund Marketplace Lure RIAs?There are 47 other RIA wealth platforms, consultant Craig Iskowitz says. Can Interactive Brokers break out from the pack?