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.
Fidelity Zero-Fee Funds Lure Nearly $1B in First Month
By Charles SteinFidelity has about $400 billion in passive assets firmwide.
August 28, 2018
Are Plan Advisors Overpaid? Ted Benna Says Yes"Father of 401(k)s" discusses five changes he would make to today's retirement plans, and one is to cut fees.
August 28, 2018
It's All About the BenjaminsA more aggressive stance by SEC examiners means advisors need to be prepared and able to respond to the questions below.
August 23, 2018
Passive U.S. Funds Get Boost in July: MorningstarJuly Direct Asset Flows report shows a "modest" uptick in inflows to long-term U.S. open-ended ETFs.
August 23, 2018
More Bad News About Active Funds' PerformanceMorningstar's latest active/passive barometer shows that the performance gap has grown.
August 21, 2018
8 Best RIA-Sold 529 Plans: Savingforcollege.comThese are the best-performing 529 funds sold through RIAs based on the three-year performance composite rankings.
August 18, 2018
Druckenmiller Says Semi-Annual Reporting Would Be 'Challenging'The money manager suggested that Trump lead by example "and tweet every six months."
August 17, 2018
$1.5 Trillion in Corporate Cash Is Coming to AmericaBlackRock, JPMorgan Chase and Fidelity Investments are among asset managers racing to create new strategies for clients who want to repatriate funds.