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.
Fidelity Now Offers Fractional Share Trading
By Bernice NapachThe move could eventually open the door to more ETFs in 401(k)s, says Todd Rosenbluth of CFRA.
January 27, 2020
State Street Enhances SPDR Portfolio ETFs: Portfolio ProductsAlso, Pacer ETFs buys a second fund.
January 24, 2020
Wealth Management M&A on a Tear, and Mutual Funds Are Next: PwCTwenty percent of mutual fund managers may be gone in the next five years, according to the consultancy.
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.