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.
SEC Risk Alert Highlights Transfer Agent Snafus
By Melanie WaddellOCIE exams of transfer agents that also served as paying agents found significant deficiencies.
February 11, 2019
Vanguard CIO: Another Rate Hike, Then a 'Permanent Pause'After a June hike, Vanguard's forecast is pricing in a rate pause by the Fed.
February 11, 2019
AssetMark Launches 'Bucketed' Framework for Retirement Clients: Portfolio ProductsMeanwhile, Catalyst Funds debuted a fund that invests in securities backed by assets like aircraft, student loans and mortgages.
February 07, 2019
Fidelity Launches First Model Portfolios With ETFsThe two income-producing portfolios include active and passive mutual funds along with ETFs.
February 07, 2019
Global Fund Flows Had Worst Year Since 2011: Morningstar"Risk aversion was most evident among fixed income funds" in 2018, according to Morningstar.
February 07, 2019
JPMorgan Thrust Into Middle of Venezuela's Debt DisputeTrading in Venezuela's defaulted debt has grounded to a halt, a development that typically would prompt JPMorgan to yank the notes from its indexes.
February 04, 2019
Bill Gross Leaves Bond Field With 'A Few Super Bowl Rings' and Some DingsAfter his famous split from Pimco, where he built a total return legacy, returns and asset flows proved more elusive.
February 04, 2019
Bill Gross to Retire From JanusThe news comes nearly 4 1/2 years after Gross' dramatic departure from Pimco.