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.
Behind the Scenes at the Asset Manager of the Year Awards
By Janet LevauxWho won the Asset Managers of the Year coverage and more.
June 27, 2018
Small and Mid-Cap Asset Managers of the YearSmall-/Mid-Cap Asset Managers of the Year Kayne Anderson Rudnick and Baird Equity Asset Management reveal what strategies work best for outperformance.
June 27, 2018
How Exposed Is Your Long/Short Manager?Make sure you know how much market exposure your long/short manager is taking to generate returns.
June 26, 2018
Old Mutual Returns to Africa as Breakup Ends London ListingFrom 2001 through 2011, Old Mutual owned Fidelity & Guaranty Life.
June 26, 2018
401(k) Fund Fees Fell Substantially Since 2000: ICIICI's research also finds that participants who invest in mutual funds in their 401(k) plans tend to hold lower-cost funds.
June 26, 2018
Retirement Assets Slipped Slightly in Q1: ICIRetirement assets accounted for 34% of all household financial assets in the United States at the end of March.
June 25, 2018
10 Reasons Finance Is Going to Keep ChangingWhen I was speaking at an investment conference I was asked a question I wasn't prepared for: "What do you think the financial-services industry will look like in five or 10 years?"
June 25, 2018
Think Outside the Style BoxesThe wholesale adoption of the style grid has created performance-destroying incentives. Here's a smarter way to classify investments.