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 Marketing to Millennials, the Medium Is a Key Part of the Message
By Bernice NapachA new Cerulli report finds that social media is as important as the investment offering when targeting millennials.
January 31, 2018
Yellen’s Last Act as Fed Chief: Do NothingThe Fed's statement expressed acknowledged stronger growth more confidence that inflation will rise to its 2% target.
January 31, 2018
Restrained Gains for Sustainable Fund Assets in 2017The entry of big traditional investment managers will accelerate fund flows, a report says.
January 30, 2018
The $12 Trillion Mutual Fund Men's Club Needs More WomenIt's a disservice to clients that only 2% of those assets are managed exclusively by women.
January 29, 2018
Can Vanguard Pull Off Actively Managed ETFs?Low cost, customer service and quality: As the adage goes, you can have two out of three, but never all at once.
January 29, 2018
Passive Investments Drive Record Fund Flows in 2017: MorningstarMoney flowed into passive U.S. and international equity funds and into taxable bond funds.
January 25, 2018
Gold's Path to $1,400 Seen Cleared by Dollar Slump, Equity FearsThe yellow metal has climbed more than 8% since mid-December to over $1,365 an ounce.
January 24, 2018
Morningstar’s Fund Managers of the Year: 2017The awards are given in four major categories: domestic stock, international stock, fixed income and allocation/alternatives.