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.
Franklin Templeton Buys Digital Wealth Platform AdvisorEngine
By Janet LevauxThe deal comes less than three months after Franklin acquired asset manager Legg Mason for $4.5 billion.
May 04, 2020
Mutual Fund, ETF Assets Ravaged by Double-Digit Declines in March: CerulliInvestors pumped $685 billion into money market funds, bringing assets to $4.3 trillion.
May 04, 2020
Schwab Is Making Changes to U.S. REIT ETF: Portfolio ProductsAlso, Matthews Asia has launched an Emerging Markets Equity Fund, its first strategy to invest in broad emerging markets.
April 30, 2020
Firm to Pay $503K to SEC for Misleading on Mutual FundsSemper Capital Management agreed to settle charges that it misled investors on the performance of its MBS Total Return Fund.
April 27, 2020
RBC to Pay $3.9M for Share Class ViolationsThe firm failed to disclose potential conflicts of interest when recommending mutual fund share classes, the SEC said.
April 27, 2020
Wells Fargo Introduces Retirement Income Solution: Portfolio ProductsAlso, BlackRock's iShares launches three Factor Style ETFs.
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.