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.
DOL Proposes Limit on ESG Investments in Retirement Plans
By Bernice NapachThe proposal reverses Obama-era guidelines allowing retirement plans to consider the social impact of investments.
June 22, 2020
Morningstar Announces 2020 Awards for Investing ExcellenceT. Rowe won two of the three awards.
June 22, 2020
Principal Adds Tax-Advantaged ETF: Portfolio ProductsAlso, BlackRock widens its iShares ESG ETF offerings.
June 16, 2020
The Case for ESG Funds During Volatile Times: MorningstarThey capture less of the downside and have lower volatility ratings than non-ESG funds.
June 15, 2020
Here Are 12 Investing Superstars in 2020, According to MorningstarThe firm has announced the nominees for its 2020 Awards for Investing Excellence.
June 15, 2020
Franklin Templeton Adds Active ETF Offerings: Portfolio ProductsAlso, AQR introduces a new mutual fund.
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.