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.
Principal Expands D2C Advisor Offering With New Advice Program: Portfolio Products
By Jeff BermanAlso, Schwab Advisor Center has integrated YCharts.
October 29, 2019
Beware the Bond Agg, the Most Popular Bond Fund Index: GMOIt makes even less sense than ever in current market conditions, says GMO's Peter Chiappinelli.
October 29, 2019
U.S. Passive Fund Assets Now Top Their Active CounterpartsThe switch is significant for the industry; the Federal Reserve, though, isn't so sure this is a good thing.
October 28, 2019
Apple, Microsoft and How to Avoid 'Loser' StocksRupal Bhansali of Ariel Investments tells ThinkAdvisor about her "upside down" stock-picking approach and which of the tech giants she prefers.
October 28, 2019
Morningstar Teams With Millennium Trust on Mutual Funds: Portfolio ProductsAlso, TD Ameritrade adds ESG options to its 529 College Savings Plan.
October 25, 2019
Top 10 Most Recession-Proof States for 2020The top states on this list have diverse economies and healthy emergency funds, according to FitSmallBusiness.
October 21, 2019
SEC Issues FAQ on 12b-1 Fee Disclosure ObligationsThe FAQ is seen as a response to complaints on the SEC's Share Class Selection Disclosure Initiative.
October 21, 2019
Legg Mason Launches First Commercial Real Estate Fund: Portfolio ProductsAlso, Fidelity adds to its index fund offerings.