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.
Morningstar Explains Its Ratings System Update
By Ginger SzalaMany active funds may be downgraded due to a new system of taking fees into account with rankings.
July 08, 2019
MassMutual, CommonBond Offer Student Loan ReFi Plan: Portfolio ProductsAlso, Buffalo Funds introduces cheaper institutional class for all funds.
July 08, 2019
Gary Shilling: The Recession May Have Already BegunIn that case, bond yields are heading sharply lower, says Shilling, who has a strong track record of correct forecasts.
July 08, 2019
Rate-Cut Bets on the Line After Friday's Jobs ReportTraders will tune in to Fed speakers this week, including Chairman Powell, who testifies before House and Senate committees.
July 03, 2019
Bond Funds Drift Into Risky Debt, Adding to Angst Over LiquidityMany relatively straightforward U.S. bond funds have increased their holdings of lower-rated bonds, emerging-market debt and other securities to juice returns.
July 01, 2019
Morningstar Tweaking Ratings to Emphasize CostThe Chicago-based research firm is also said to be making the ratings system tougher for active managers.
June 27, 2019
2019 Asset Manager Awards: Frontier Asset Management, Fund Strategist ModelEnvestnet uncovers the portfolios that outperform in different environments.
June 26, 2019
SEC Issues No-Action Relief for Diversified Index Funds, ETFsThe issue has affected large funds as the FAANG stocks have increased in value.