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.
BMO Equities Head: More Stimulus Urgently Needed
By Jeff BermanErnesto Ramos tells ThinkAdvisor what he wants to see from the government and how he's repositioning the funds he manages.
April 07, 2020
Target Date Funds Not Immune to COVID-19 Selloff: MorningstarBut they performed better than they did during 2008 financial crisis, the firm says.
April 03, 2020
Fed Helped Bond Market Stabilize: Penn Mutual AnalystMark Heppenstall has a chart showing liqudity pressure was climbing toward Great Recession levels.
April 01, 2020
Market Crisis? For Best Results, Ride It Out: DalbarDalbar looked at 10 periods of market turmoil to see whether investors fared better by taking action or staying put.
March 30, 2020
Why SEC Fined Wells Fargo $35M Over Inverse ETFsMeanwhile, analysis shows thematic funds have had a growth spurt despite higher fees.
March 30, 2020
Fund-Manager Gender Gap PersistsDespite the growing number of mutual funds and ETFs, the percentage of female portfolio managers hasn't changed in twenty years.
March 27, 2020
More Individual Investors Jumping Into Stock Market: VanguardAffluent investors are moving to fixed income, while those with defined contribution plan funds have stayed on the sidelines.
March 25, 2020
Cerulli: Assets in ETFs, Mutual Funds on Track to Tumble for 2nd Straight MonthOver $775 billion was "wiped out" of mutual fund strategies in February, the research firm says.