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.
Why the Stocks of Indexers Topped the Index in 2019
By Claire Ballentine and Vildana HajricStocks of S&P Global and MSCI, which create financial indexes, soared in the past 12 months.
December 27, 2019
Why 2020 May Be the Turning Point for Emerging MarketsAfter a year of trade tariffs, Asian markets could break out, giving double-digit boosts to portfolios.
December 27, 2019
Investors Conquered Fees. Next Up Is Their Own Behavior.A recent study offers clues to closing the behavior gap.
December 26, 2019
DFA Cuts Management Fees on 77 FundsThe cuts, ranging from 1 to 8 basis points, take effect Feb. 28.
December 23, 2019
Vanguard Cuts Fees on 7 Funds: Portfolio ProductsAlso, SS&C Salentica exec touts 2020 product initiatives for advisors.
December 20, 2019
7 Economic Questions, Answered by BofA AnalystsThe analysts addressed several big questions about 2020, and many of their predictions are positive.
December 20, 2019
'Be Wary of Bond Ratings': NASAAAn advisory from the state regulators' group explains why bond ratings may still be inflated years after the financial crisis.
December 16, 2019
Investors Favor Money Markets Over Stock and Bond Funds: MorningstarNet inflows data show money funds in the lead for the 12 months ended Nov. 30.