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.
Catalyst Capital to Pay $10.5M for Misleading Investors
By Jeff BermanThe firm misrepresented risk in a mutual fund, according to the SEC.
January 24, 2020
How Climate Change Will Alter the Muni MarketThis year could be the turning point for pricing in extreme weather events.
January 23, 2020
New Analytics Platform Screens Investments for ESG FactorsBuilt by a former financial advisor, the platform is intended to help determine how "green" stocks and funds really are.
January 21, 2020
Passive Investing 'Is Not a Strategy': Ariel ExecAriel Investments' Rupal J. Bhansali makes the case for active value funds.
January 17, 2020
Bond Fund Inflows Trounced U.S. Equities in 2019: MorningstarMorningstar's wrap-up of 2019's winners and losers in net investment flows shows some changing appetites.
January 17, 2020
DoubleLine Exec Has a Novel Way to Measure Interest Rate RiskThe deputy chief investment officer of DoubleLine explains his Sherman Ratio.
January 17, 2020
Fidelity Launches New Bond Model Portfolios: Portfolio ProductsAlso, Envestnet teams with Invesco on new model portfolios.
January 16, 2020
ETF Demand Among Advisors Expected to Keep Growing: BroadridgeAlmost three-quarters of 500 advisors say they expect their ETF allocations to increase in 2020, according to a new survey.