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.
Vanguard Announces Dramatic Changes to Managed Payout Fund
By Bernice NapachThe fund, which failed to gain much in assets, is replacing monthly payouts with an annual distribution.
March 02, 2020
Franklin Templeton Expands ETF Lineup: Portfolio ProductsAlso, Wilmington Global Alpha Equities Fund joins Schwab's Mutual Fund OneSource Select List.
February 27, 2020
Thematic Funds Are Hot. But Should You Recommend Them?Funds with a tight focus, such as on cannabis, have grown dramatically in assets. Here's what to know.
February 26, 2020
Sustainable Investing Surges as Advisors Remain SkepticalMorningstar reports on the progress of ESG investing; Practical Perspectives finds advisors wary.
February 25, 2020
FINRA Arbitrator Orders Santander to Pay Elderly Widow $50KThe firm made unsuitable, risky investments in Puerto Rican bonds on behalf of a 90-year-old woman, an arbitrator said.
February 24, 2020
Vanguard Lowers More Expense Ratios: Portfolio ProductsAlso, Hartford Funds introduces Core Bond ETF.
February 21, 2020
Top 10 Tax Facts for 529 College Plans in 2020Many clients don't fully understand 529 plans, and the issue is compounded by the Secure Act and the 2017 tax overhaul.
February 19, 2020
Dually Registered Firm Penalized for 12b-1 Fee InfractionsBPU Investment Management purchased, recommended or held mutual fund share classes that charged 12b-1 fees instead of lower-cost ones.