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.
Bob Doll Grades His 10 Predictions for 2023
By Dinah Wisenberg BrinThe veteran prognosticator called 2023 "one of our worst years" in terms of correct predictions.
December 07, 2023
Vanguard Rolls Out 2 Active Bond ETFsThe new ETFs offer diversified fixed income exposure with low correlation to stocks, the fund giant says.
November 17, 2023
Bad Timing Drained Returns for Thematic Fund Investors: MorningstarThe largest return shortfalls occurred in highly targeted funds that "posted eye-catching performance," said the reseach firm.
November 13, 2023
Fidelity Launches 6 New Active Stock ETFsThe six ETFs result from Fidelity converting its actively managed Enhanced Index mutual fund suite.
November 10, 2023
S&P 500 Tops 4,400 as Stock Rally Powers AheadThe gauge climbed over 1% Friday and was on track for a seven-week high.
November 08, 2023
Baird to Pay $519K Over Excessive Mutual Fund Sales ChargesCustomers didn't receive sales charge waivers and fee rebates to which they were entitled.
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.