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.
Top 10 Largest US Fund Families: Morningstar
By Jeff BermanThe 150 biggest fund families account for 99% of mutual fund and ETF assets in the U.S., Morningstar says.
August 30, 2019
John Hancock Reduces Expenses — Again: Portfolio ProductsAlso, new BNY Mellon Alcentra multi-asset credit fund is targeting retail investors.
August 27, 2019
Clients Want Out of Gun-Related Stocks? Here's Some AdviceMorningstar's Jon Hale discusses what funds do and don't have exposure to firearms and how advisors can help clients understand their options.
August 26, 2019
Goldman Sachs Plans Six Bond ETFs: Portfolio ProductsAlso, 280 CapMarkets introduces new features for its BondNav price discovery and trading platform.
August 23, 2019
Gun Holdings of 9 Big Fund FirmsAs You Sow research shows, these stocks represent less than 1% of assets, but that could still be problematic for some investors.
August 19, 2019
Treasury Said to Be Considering 50- and 100-Year BondsUltra-long Treasury debt could help finance a growing budget deficit.
August 19, 2019
Wells Fargo to Drop Crow Point Partners From 3 Funds: Portfolio ProductsAlso, Beyond Investing touts what it claims is "world's first vegan-friendly and climate-conscious" ETF.
August 14, 2019
Gen Zers Are Saddled With Financial Uncertainties: Northwestern MutualA majority don't know how much money they should be saving vs. spending.