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.
Opportunity Zones Under Fire in Congress
By Bernice NapachLawmakers are introducing bills and initiating investigations focused on alleged preferential tax treatment for billionaires and the well-connected.
November 04, 2019
Principal Expands D2C Advisor Offering With New Advice Program: Portfolio ProductsAlso, Schwab Advisor Center has integrated YCharts.
October 31, 2019
Mutual Funds vs. ETFs: Moving in Different DirectionsThe number of mutual funds is on track for its biggest decline in four years, Cerulli reports.
October 30, 2019
Money Market Fund Demand Remains Strong: J.P. MorganThree-quarters of senior cash investors plan to maintain investments in stable MMFs, the latest Global Liquidity PeerView Survey finds.
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.