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.
'Be Wary of Bond Ratings': NASAA
By Bernice NapachAn advisory from the state regulators' group explains why bond ratings may still be inflated years after the financial crisis.
December 12, 2019
Gap Between Fund Performance and Investor Returns Has Narrowed: MorningstarMorningstar's analysis shows where global investors timed their fund investments well and where they didn't.
December 11, 2019
Investors With Advisors Have Higher Risk Tolerance Than Others: Northwestern MutualAmericans are also inclined to play it safe in their careers, the firm found in a study.
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.