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.
BNY Mellon Rebrands Dreyfus Funds
By Michael S. FischerMoney market funds will keep the Dreyfus name.
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.
February 25, 2019
Fidelity Investments Launches Fund Focused on Founder-Led Companies: Portfolio ProductsAlso, Franklin Templeton launched low-cost regional and country ETFs in Canada.
February 22, 2019
FINRA Bars and Fines Rep for Taking Money From a Client: EnforcementAlso, FINRA fined Cetera Advisor Networks for failing to respond to red flags of mutual fund switching.
February 21, 2019
Active Beat Passive in Asset Flows in January: MorningstarBut the beat was slight, and flows overall were light compared to January 2018 and 2017.
February 16, 2019
Gary Shilling: 5 Warning Signs Deflation Is ComingThe economist and asset manager says the slowing global economy is heading toward a period of deflation and likely recession.
February 14, 2019
ESG Funds Outperform in Growth and Returns in 2018: MorningstarThe number of ESG funds grew by 50%, while money gushed in.