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.
Often Ignored, Closed-End Funds Have Some Big Advantages
By Jane Wollman RusoffThe actively managed income-producing funds certainly aren't alone in trying to buck the trend to passive investments.
November 07, 2018
Victory Capital to Acquire USAA Asset ManagementThe unit includes USAA's mutual fund and ETF businesses.
November 06, 2018
GMO Gives Long-Term View of Best InvestmentsGMO's 7-year forecast sees some stumbling markets ahead, and one bright spot to invest.
November 06, 2018
Tax Pain May Hit Some Mutual Fund Shareholders: BenzMorningstar's Christine Benz outlines the double whammy that might hit mutual fund investors this year.
November 06, 2018
More Evidence Active Management Won't Outperform in Volatile MarketsA new Merrill analysis shows that most actively managed equity funds underperformed their benchmarks during a very volatile October.
November 05, 2018
Goldman Forecasts 5% Gain for S&P 500 in 2019The forecast is about three times what the index has gained ytd following the October rout.
November 02, 2018
Social Responsibility No Longer a 'Niche'The US SIF found that 26% of all U.S. assets managed by professionals are ESG-linked, a huge increase from 2016.
November 02, 2018
Retail Channels Gobbling Up Bigger Share of AssetsCerulli credits IRA rollovers for an ongoing migration of assets from institutional to retail channels.