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.
6 Ways to Protect Older Clients' Portfolios in Weak Markets
By Ginger SzalaWhile many younger clients can wait it out, retirees may need to act, Morningstar's Christine Benz says.
April 09, 2020
BMO Equities Head: More Stimulus Urgently NeededErnesto Ramos tells ThinkAdvisor what he wants to see from the government and how he's repositioning the funds he manages.
April 09, 2020
Sustainable Funds Had a Record-Setting Q1: MorningstarSustainable funds kept adding money even as the coronavirus pandemic accelerated in March.
April 07, 2020
How Are Yield Curves and Recessions Related? Not How You Think: Recessionomics, Pt. 1In part 1 of this 3-part analysis of recessions, we will look at the yield curve prior to each of the past seven U.S. recessions--you may find the results surprising.
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.