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.
Apple, Microsoft and How to Avoid 'Loser' Stocks
By Jane Wollman RusoffRupal Bhansali of Ariel Investments tells ThinkAdvisor about her "upside down" stock-picking approach and which of the tech giants she prefers.
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.
October 21, 2019
ETFs' Growth Story: It's ComplicatedThe ETF market has surged in the past five years, but that headline growth obscures some major developments.
October 18, 2019
Low-Fee Funds Are Big Winners in Q3: MorningstarMorningstar's latest fund flows report shows the cheapest funds had the greatest intake of new money.
October 16, 2019
Target Date Funds Fail to Live Up to Expectations: ReportThe report from Alight Solutions found that participants are not using TDFs as they were intended to be used.
October 14, 2019
SkyView Launches Marketplace to Buy, Sell Advisory Practices: Portfolio ProductsAlso, Fidelity Clearing & Custody Solutions added customized investment models to its Automated Managed Platform.
October 10, 2019
Top Asset Managers Face Declining Interest in Their Brands"Many firms fail to create a compelling brand narrative" Peregrine Communication finds.