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.
Securities Markets Face Multiple Challenges, Experts Warn at SEC Conference
By Jeff BermanGary Cohn and others cited ongoing trade war, political uncertainty, climate change, cyber risk as main problems.
November 27, 2019
Congresswoman Wants to End Opportunity Zone ProgramFreshman Rep. Rashida Tlaib has introduced legislation to remove opportunity zones from the U.S. tax code.
November 26, 2019
10 Investment Tax Facts You Should KnowFrom Bitcoin to mutual funds to ETFs, test your knowledge on how a range of investment vehicles are taxed.
November 26, 2019
SEC's Avakian Details Next 12b-1 Fee CrackdownThe Enforcement Division is focused on advisor disclosures and conflicts associated with bank deposit sweep programs.
November 26, 2019
SEC Proposes New Rule to Ease the Market Entry of Leveraged ETFsThe rule would standardize the framework for fund's derivatives risk management, according to SEC Chairman Jay Clayton.
November 25, 2019
Vanguard Changes Key Leaders in Investment Management: Portfolio ProductsAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.
November 25, 2019
ETFs, Mutual Funds Moving in Different DirectionsThe number of mutual funds is on track for its biggest decline in four years, Cerulli reports.
November 25, 2019
Schwab Officially Strikes Deal to Buy TD AmeritradeTD says it will not replace departing CEO Tim Hockey and named CFO Stephen Boyle as its interim leader.