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.
Schwab-TD Ameritrade Deal Is No Sure Thing
By Janet LevauxA merger of the two larger brokerage firms faces antitrust and other hurdles, according to some key industry watchers.
November 19, 2019
Morningstar's Retirement Whiz Warns Against Misusing Target Date FundsThe prolific retirement researcher David Blanchett tells ThinkAdvisor what's wrong with mixing TDFs with other investments.
November 18, 2019
Understanding Morningstar's New Sustainability RatingsThe new ratings regime takes into account the comparative ESG risks of different industries and of different funds.
November 18, 2019
SEC Reg BI Will 'Force Changes' in Revenue Sharing: MorningstarUnder Reg BI, brokers have an obligation to mitigate and disclose the kinds of conflicts that revenue sharing can create.
November 18, 2019
Putnam Launches 7 SMAs: Portfolio ProductsAlso, Frost Investment Advisors added a Global Bond Fund.
November 11, 2019
Fidelity Expands Thematic Lineup to 16 Funds: Portfolio ProductsAlso, Envestnet expands MyBlocks offerings with five Yodlee FinApps.
November 08, 2019
SEC Cites Risks in Target Date FundsAmong infractions cited were marketing materials with asset allocation disclosures that differed from the TDFs' prospectus disclosures.
November 07, 2019
Time to Open Up to Closed-End Funds?Here's a look at closed-end vs. open-end funds and how the former can complement a more traditional fund lineup.