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.
Single Target-Date Fund Investment by 401(k) Participants Surges: Vanguard
By Michael S. FischerAdoption of auto-enrollment has led to a big increase in TDF use, Vanguard says.
June 05, 2018
Want to Be a 401(k) Superhero to Your Small-Business Clients?Even the "father of 401(k)s" says the business has gotten too complex. He and others say they have found better small-business solutions.
June 05, 2018
Self-Directed 401(k) Balances Surged in Q1: SchwabTwo-thirds of participant allocations went to mutual funds and equities, with Apple the top equity holding.
June 04, 2018
SEC Letter OKs Disbursement Delay if Elder Fraud SuspectedIM Division says it would not bring an action against a mutual fund or transfer agent for temporarily delaying the disbursement of redemption proceeds from the fund.
June 04, 2018
Mutual Fund Assets Continue to Slide for Third Straight Month: CerulliMutual fund assets were "dragged backward" by equity market volatility and geopolitical uncertainty.
June 04, 2018
RBC Gives HNW Clients Access to New Digital Alts Platform: Portfolio ProductsIn other product news, MassMutual launched a new target date fund family.
June 01, 2018
Understanding the Power of CITsCITs provide attractive options for retirement plan sponsors in carrying out their fiduciary responsibilities.
June 01, 2018
Vanguard's Asset Growth Is SlowingNet inflows into Vanguard funds had half the grow rate of flows into iShares funds in April, according to Morningstar.