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.
Firm to Pay $503K to SEC for Misleading on Mutual Funds
By Jeff BermanSemper Capital Management agreed to settle charges that it misled investors on the performance of its MBS Total Return Fund.
April 22, 2020
Fees, Trading Costs and Tax Impact on Fund PerformancePast performance doesn't predict future performance, but these updated benchmarks can provide better ways to help advisors judge funds.
April 22, 2020
Advisor Portfolio Models Underperformed When Markets TankedConservative models lagged the furthest behind their benchmarks, according to BlackRock.
April 21, 2020
Fidelity Launches Thematic Funds With Time-Based Fee DiscountsThe discounts grow over time and are available for investors who hold the funds for at least one year.
April 21, 2020
Morningstar to Take Full Ownership of SustainalyticsThe mutual fund and ESG ratings firm is acquiring the 60% of Sustainalytics it doesn't already own.
April 21, 2020
6 Ways to Protect Older Clients' Portfolios in Weak MarketsWhile many younger clients can wait it out, retirees may need to act, Morningstar's Christine Benz says.
April 20, 2020
Fund Outflows in March Topped Outflows in October 2008Morningstar's latest fund flows report shows investors favored money market funds over all others.
April 17, 2020
Vanguard Abruptly Closes Treasury Money Market Fund to New InvestorsIt made the move to preempt further declines in the fund's yield.