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.
Why There's a 15% Gap Between Investor and Fund Returns
By Dinah Wisenberg BrinPoorly timed investor moves aimed at timing market highs and lows weren't the only factor, Morningstar said.
August 12, 2024
Vanguard Removes Oaktree as Emerging Markets Fund AdvisorThe giant asset manager said Monday it also shaved the expense ratio of the $785 million fund effective immediately.
August 09, 2024
10 Best Growth Stocks to Buy and Hold: MorningstarThere are some growth-stock deals to be found as value stocks gain the upper hand, analysts say.
July 09, 2024
The Fund Fee War Might Be Slowing Down: MorningstarThere were more fee increases than decreases among both passive and active funds for the first time since 2019.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
July 02, 2024
RBC to Pay $75K for Excessive Sales ChargesRBC failed to provide mutual fund sales charge waivers and fee rebates, FINRA said.
June 26, 2024
Franklin Templeton Now Offers SMAs on UBS PlatformsThe accounts will give UBS advisors access to Franklin Templeton's custom indexing solution for personalized portfolios.
June 24, 2024
How to Channel 10 Client Fears Into Investment OpportunitiesIf your clients' worries are keeping them out of the market, try flipping the script.