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 IRS Guidance Provides Money Market Fund Wash Sale Relief
By Melanie WaddellThe guidance lets investors avoid "significant unwarranted tax reporting complexities" from a new SEC rule, a lawyer says.
September 25, 2023
Time Is Ripe for a Market Contraction: Liz Young"This is a critical juncture in the economic cycle," the SoFi investment strategist and popular podcaster tells ThinkAdvisor.
September 25, 2023
Is an Inverted Yield Curve Bad News for Stocks?There's evidence that investors should prefer Treasury bills to bonds when the curve inverts. But what about stocks?
September 25, 2023
Deutsche Bank Unit to Pay $25M to Settle SEC ProbesThe fine is the biggest ever that the SEC has handed out over allegations of greenwashing.
September 22, 2023
What to Expect in Markets for the Rest of 2023Here's where we see buying opportunities as the last quarter of the year approaches.
September 20, 2023
SEC Expands Its Rule on Fund NamesThe rule now applies to funds focusing on investment characteristics like growth, value and sustainability.
September 18, 2023
SEC to Vote Wednesday on Rule to Curb Misleading Fund NamesA fund industry trade group says it's concerned about the "sweeping scope" of the rule.
September 18, 2023
Bob Doll: Stock Market Upside Likely LimitedThe bar for 2024 earnings is high as inflation continues and bonds are expected to "tread water," Doll warns.