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.
SEC Releases FAQ on Controversial Fund Names Rule
By Melanie WaddellThe updated guidance may help to resolve some questions raised by the amended rule, ICI says.
January 09, 2025
Dodge & Cox CEO and Chair Dana Emery to RetireAt year-end, she will be succeeded by David Hoeft as chair and Roger Kuo as CEO.
January 06, 2025
8 Funds That Are Cutting Expense Ratios: MorningstarThree funds are from Fidelity, which has kept performance fees despite their losing favor in the investing world.
December 20, 2024
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess FeesThe firms failed to give clients mutual fund sales charge waivers and fee rebates, FINRA says.
December 17, 2024
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can BuyThe firm submitted plans to the SEC for five mutual funds spanning stocks and bonds.
December 06, 2024
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR FundThe offering, comprising actively managed Vanguard funds, will keep a roughly 60-40 mix.
December 05, 2024
Morningstar's Rekenthaler Retires; Praises 'Miracle' of StocksThe longtime researcher notes that the market has prospered over time despite worries.
November 26, 2024
Leech Shunted $600M to Favored Portfolios: SEC, DOJThe former co-chief investment officer for Western Asset Management, 70, could face 20 years in prison.