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.
New Data on Mutual Fund Families May Surprise Advisors
By Bernice NapachAdvisors can use CFRA's ratings on funds and fund families alone or to check on Morningstar's fund ratings.
February 05, 2018
What Higher Yields Mean for Stock and Bond PortfoliosHigher bond yields are expected to remain a fixture in financial markets, which has implications for both stocks and bonds.
February 02, 2018
FTSE Russell Launches Indexes Focusing on Women on Boards: Portfolio ProductsIn other news, Orion launches a direct-indexing tool and AssetMark launches a blended active/passive strategy.
February 02, 2018
Muni Market Poised for Biggest Weekly Drop Since Trump’s ElectionMuni bond yields rose about 18 basis points this week, following the hike in Treasury yields.
February 02, 2018
What’s Behind Friday’s Stock Selloff and Market’s Worst Week in 2 YearsThe Dow lost almost 700 points on Friday, the S&P 500 had its worst day since 2016 and 10-year bond yields seem headed for 3%.
February 02, 2018
BlackRock Asks Companies to Explain Dearth of Women on BoardsThe world's largest asset managers sent letters to all Russell 1000 companies with fewer than than two women on their boards.
February 01, 2018
Pimco Views 3% Yield as Opportunity Where Others See Bear SignalIvascyn says buyers still see Treasuries as a safe haven.
February 01, 2018
Some Jobs Are Best Left to Mutuals and NonprofitsThe columnist wonders if the health insurance sector has taken the wrong path.