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.
Are TDFs Shorting Retirement Investors?
By Nick ThorntonCenter for Retirement Initiatives makes a hard sell for alts in target-date funds.
July 03, 2018
Emerging-Market Carnage Sidesteps IndiaThe nation's benchmark S&P BSE Sensex Index rose 7.5% the second quarter in local-currency terms, the best performance among developing nations.
July 03, 2018
U.S. Yield Curve Flattest Since August 2007 as Long Bonds SoarThis is the gap between the 5-year and 30-year Treasury; the spread between the 2-year and 10-year has also shrunk.
July 03, 2018
How Retirement Preparedness Varies by ProfessionWorkers in blue- and gray-collar fields are more unprepared, less informed and offered fewer options by employers than white-collar workers.
July 02, 2018
Don't Expect Active Funds to Outperform in a Bear MarketActively managed funds repeatedly underperform passive ones despite their ability to manage risks, a new S&P Dow Jones study finds.
June 27, 2018
New DOL Bulletin Muddies ESG WatersA recent interpretation explains that fiduciary responsibility should take precedence over ESG policies.
June 27, 2018
International/Global and Impact Asset Managers of the YearThe International/Global Winner WCM Investment Management and Impact Winner ClearBridge Investments review what helped make 2017 a success for their portfolios.
June 27, 2018
Asset Manager Awards 2018: Poised for PerformanceFrom its universe of over 2,800 strategies, the Envestnet | PMC team drills down to a group of about 600 portfolios to uncover a small group of gems. Read on for how these asset managers produce consistent results for investors.