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.
Gundlach's $150B Decade May Be Fund Industry's Last Hurrah
By John GittelsohnFame, performance and demand for bond funds have powered flows; barriers to entering the "big leagues" are high, the CEO says.
December 11, 2019
SEC Gives 4 Firms Final Approval for Nontransparent ETFsThe firms are T. Rowe Price, Fidelity, Natixis and Blue Tractor.
December 10, 2019
Morningstar Launches a New Framework to Analyze Equity FundsIt goes way beyond the Style Box, which was limited to the market cap and growth or value style of fund holdings.
December 09, 2019
How Index ETFs Could Get Even CheaperWith more index licensing providers, fees for index and actively managed funds could fall further, according to Morningstar.
December 09, 2019
J.P. Morgan Expands BetaBuilders ETF Line: Portfolio ProductsAlso, Avantis introduces five low-cost mutual funds.
December 06, 2019
Ex-Morgan Stanley Rep Suspended Over Unsuitable Muni Bond SalesThe broker incurred unnecessary fees by buying the funds in brokerage accounts and transferring them, FINRA said.
December 05, 2019
4 Retirement Plan Investments That Might Be Better Than Target Date FundsThese QDIA alternatives are available not just to mega-sponsors but to the advisor-driven market of small and midsize plans.
December 05, 2019
Vanguard to Launch New Global Bond Fund"Identical twin" of current international bond-index product aims to separate those using the strategy in target-date funds from other investors, says a research analyst.