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.
When It Comes to Factor Funds, Bad Design Hurts
By Ginger SzalaSome factor funds may be falling behind, but it's the strategies, not the factors themselves, that are underperforming, Northern Trust argues.
June 19, 2018
The $3 Trillion Thumb on the Bond-Market ScaleManagers of the huge retirement funds appear to be in the midst of a big shift into bonds.
June 18, 2018
Fidelity Cuts Target Date Fund Fees as Competition Heats UpIn addition to cutting fees on target date funds, Fidelity is adding long-term Treasuries and TIPS as investment options.
June 15, 2018
Can Unemployment Rates Predict Recessions? Recessionomics, Pt. 2Part II of this series examines the duration and severity of each recession, the change in unemployment, and consider when the next recession may occur.
June 14, 2018
Target Date Funds Work 'Better Than Anything Else' for Investors: MorningstarMorningstar research finds that TDFs have proved remarkably consistent at producing good results for investors.
June 11, 2018
SEC 12b-1 Fee Self-Reporting Deadline Hits TuesdayThe share-class conflicts will remain a priority for examiners over the next year or two, a Drinker Biddle & Reath partner says.
June 11, 2018
FANG Mania Could Come Back to Bite InvestorsDisney and Netflix have similar market caps. Which valuation is more anchored in reality?
June 08, 2018
Are Low-Cost Mutual Funds Now Competitive With ETFs?Pershing reports that advisor assets on its platform favored low-cost mutual funds over ETFs in the first quarter.