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.
Understanding ESG Ratings: A Brief Primer From Celent
By Bernice Napach"There is no common standard for ESG reporting due to self-reporting by companies and data content providers each having their own ranking system in place," notes Celent.
August 03, 2018
Liquid Alts Face Headwinds in Strong Stock Market: StudyMorningstar research finds that alternative mutual funds have yet to show their benefits.
August 02, 2018
Apple Becomes First U.S. Company to Hit $1 Trillion ValueApple's shares have almost tripled in price since its founder, Steve Jobs, died in 2011.
August 01, 2018
Fidelity Unleashes No-Fee Index FundsTwo funds will have no expenses or minimums, and 21 other funds will have no minimums and one low fee for retail and institutional investors.
July 30, 2018
Treasury Raises Borrowing Outlook, Projects $769B Needed in 2nd HalfThe Treasury is boosting sales of bills, notes and bonds to help finance a widening budget gap.
July 30, 2018
SEC Clarifies 'Inadvertent Custody'The staff of the U.S. Securities and Exchange Commission's Division of Investment Management recently released updated guidance to what advisors know…
July 30, 2018
401(k) Participation Surges at Small Businesses and Deferral Rates RiseAlso, many millennials lack a plan, and one firm shows employees how to curb health costs to help retirement savings.
July 30, 2018
Top-Performing Active Funds Lack Staying Power: StudyThe latest S&P Persistence Scorecard shows that few top-performing active funds stay on top over different three- and five-year periods.