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.
Reg BI Footnote Justifies Pausing SEC Share Class Disclosure Initiative
By Paul AtkinsFootnote 60 reveals an agency that is seeking to paper the record after failing to make its expectations clear around 12b-1 fees.
July 15, 2019
6 Big Changes That Could Transform the ETF MarketSome will increase the number of ETFs; others could restrict it.
July 15, 2019
Mutual Fund Fees in 401(k)s Keep On Falling: ICIThe average asset-weighted expense ratio fell 47% since 2000, the trade group reported.
July 15, 2019
Skience Launches New Version of Its Wealth Management Platform: Portfolio ProductsAlso, the Model FA online community has launched a resource library and podcast.
July 11, 2019
MSCI Adds ESG Ratings to 32,000 Funds and ETFsRatings are on a scale from AAA (leader) to CCC (laggard).
July 10, 2019
Morningstar Explains Its Ratings System UpdateMany active funds may be downgraded due to a new system of taking fees into account with rankings.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
July 09, 2019
Morningstar's June Winners & LosersA recent update from the firm's analysts on upgrades, downgrades, and new strategy ratings.