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.
Fed Raises Interest Rates to 22-Year High, Leaves Door Open for More
By Steve MatthewsThe quarter percentage-point hike lifted the target range for the Fed's benchmark federal funds rate to 5.25% to 5.5%, the 11thncrease since March 2022.
July 18, 2023
Gundlach Tangles With Ex-Partners Over Value of DoubleLine StakesThe drawn-out litigation is one of several recent spats among mega alternative asset managers.
July 17, 2023
Larry Swedroe: This Big Investing Mistake Could Tank Your Clients' RetirementA 60/40 portfolio could shortchange investors over the next 30 years, the Buckingham Strategic Wealth strategist tells ThinkAdvisor.
July 17, 2023
El-Erian: Don't Fight the Soft Landing IdeaThe Allianz chief economic adviser doesn't see a near-term recession.
July 17, 2023
7 Issues That Can Complicate Tax-Loss HarvestingTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.
July 14, 2023
Dimensional Seeks Tax-Friendly ETF Share Classes Pioneered by VanguardVanguard's patent on ETF share classes of mutual funds that reduce capital gains for investors expired in May.
July 13, 2023
MassMutual Adds an Annuity Cushion for the AnxiousThe company put a Cboe Vest buffer fund on the investment options menu.
July 13, 2023
S&P 500 on Track to Hit Record High Before Year-End: GoldmanAnd Ed Yardeni, an early cheerleader of this bull run with a year-end target of 4,600, says he may raise his forecast to 4,800.