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.
Big Index Changes Are Coming Soon, and Many Advisors Are Unaware
By Sarah PonczekMany big media and tech stocks, including Disney, Facebook and Google, will be affected.
July 11, 2018
The Strange Marriage Between Stock Prices and Recessions: Recessionomics, Pt. 3In this third part on recessions, I will look closely at how stock prices react prior to, and during, a recession, as well as the role GDP plays in stock performance.
July 11, 2018
AUM Tracking Survey Posts First Drop Since 2015An SS&C survey that tracks 15 publicly traded asset managers found a drop in Q1.
July 10, 2018
Corporate Bonds Are Getting JunkierSome of the 'beef' inside the life insurance and annuity casings could be grayer than you think.
July 10, 2018
Bill Gross' Slumping Fund Sees $580 Million of Outflows This YearOutflows from the Janus Henderson Global Unconstrained Bond Fund, equal to about a quarter of its assets, coincide with the fund's lagging performance.
July 10, 2018
Some Commenters Tell the SEC They Still See Annuity ProblemsYou may think there's already enough oversight. Some consumers, and some financial professionals, disagree.
July 09, 2018
Winning and Losing Asset Managers Grow Farther Apart: StudyIncreasing revenues no longer guarantee that profits will march in step.
July 09, 2018
A Good Week for the S&P 500 Held More Bad News for Active Funds"June was a setback for what might have been a record year for active managers," Bank of America strategists wrote.