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.
Morningstar Sees Rocky Year Ahead, but No Major Recession
By Jeff BermanChristine Benz led a panel of Morningstar experts to discuss the market turmoil and when they think it will end.
March 09, 2020
Fidelity Introduces Funds Targeting HSAs: Portfolio ProductsAlso, InvestCloud introduces a new digital platform for RIAs and TAMPs.
March 06, 2020
Many Retirement Savers Have a Big Problem With Target Date Funds: SurveyThey want more focus on risk tolerance, not just time horizon, Invesco reports.
March 05, 2020
Half of Active U.S. Stock Funds Beat Their Passive Rivals in 2019Morningstar reports that small-cap funds enjoyed the biggest one-year rebound.
March 05, 2020
SEC Issues Relief to Fund Boards in Light of CoronavirusRelief extends to board meetings held from now to June 15, but that could be extended, SEC IM director Blass said.
March 04, 2020
Self-Directed Investors Finished 2019 on a High Note: SchwabThe average Personal Choice Retirement Account size rose 19% in 2019, Schwab reports.
March 03, 2020
Vanguard Announces Dramatic Changes to Managed Payout FundThe fund, which failed to gain much in assets, is replacing monthly payouts with an annual distribution.
March 02, 2020
Gender Gap Among Fund Managers Hasn't Changed in 20 YearsIn the U.S. the gap has widened, according to Morningstar.