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.
Self-Directed 401(k) Balances Fell 10% in Q4: Schwab
By Emily ZulzSchwab breaks down these investors' performance and their biggest holdings.
March 07, 2019
Vanguard Plans Its First Actively Managed ESG Mutual FundThe Global ESG Select Stock Fund will charge 55 basis points for Investor shares.
March 06, 2019
How Lessons From the Financial Crisis Can Help Navigate Markets TodayA review of Ariel Investments' experience then and now.
March 04, 2019
Fidelity Faces State Inquiry Over Fees Charged for 401(k) PlansThese are the same fees that, according to a Wall Street Journal story, the Labor Department is investigating.
March 04, 2019
MSCI Set to Quadruple Weightings of Chinese A SharesThe change will provide U.S. and other investors greater exposure to stocks that trade only in China.
February 28, 2019
SEC Modifies Submission Times for Form N-PORT"We are very pleased that the SEC has taken this important step," said ICI President Stevens.
February 27, 2019
Could FSPs Be Emotional Rescue for Advisors?Self-directed advisor models may perform close to more standardized fund strategist portfolios, but the rub, as they say, is risk.