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.
15 Portfolio Spring-Cleaning Tips: Advisors' Advice
By Dinah Wisenberg BrinTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
March 21, 2024
Rob Arnott: On AI, 'Never Short-Sell a Bubble'Investors can avoid the messiness with gains that "average out" of the market, the Research Affiliates head tells ThinkAdvisor.
March 20, 2024
S&P Tops 5,200 as Fed Backs Rate-Cut ViewThe index reached a new high as Fed officials maintained their outlook for three rate cuts this year.
March 20, 2024
LPL Merges Two Investment Management ProgramsLPL's Strategic Asset Management program is no longer a wrap-fee program.
March 14, 2024
S&P Would Need to Rise 20% to Look Like '90s Bubble: SocGenThat suggests the stock market can continue its sharp advance despite brewing worries that it has run up too far.
March 12, 2024
4 'Reasonable' Choices, If You Must Own U.S. Stocks: GranthamThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
March 11, 2024
Fidelity Cuts About 700 JobsThis is the first headcount reduction in seven years for the Boston-based asset manager.
March 08, 2024
Commonwealth Still Fighting $111.5M SEC Suit Over Mutual Fund FeesThe firm hopes to limit the damages it must pay to between $5 million and $24 million.