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.
Vanguard Drops Advisor of Mid-Cap Growth Fund
By Janet LevauxRS Investments has managed about 20% of the $3.1 billion fund.
December 13, 2022
Where the Wealthy Plan to Spend, Invest More in 2023In a survey of investors with $2 million or more, 80% said they planned to spend more next year.
December 12, 2022
New Platform Savvly Launches Investment Pool for Longevity RiskThe product sounds similar to a tontine, but Savvly's CEO says it's not the same.
December 05, 2022
How Mutual Fund Revenue Sharing Hurts Retirement SaversA new NBER paper finds strong evidence to suggest revenue sharing increases costs and lowers net-of-fee performance.
December 02, 2022
12 Asset Class Return Predictions for 2023 and BeyondBNY Mellon's capital market assumptions forecast returns across several asset classes to be higher than previously expected.
December 02, 2022
4 Trends Shaping Up in 401(k)sRetirement industry executives see a fast-growing need for trusted, fiduciary advice about retirement income.
December 02, 2022
How to Use a Bond Ladder to Create an Income Stream for ClientsA bond ladder can reduce interest rate risk and provide predictable income for your clients.
November 30, 2022
Self-Directed 401(k) Balances Dipped in Q3: SchwabAccount balances for self-directed brokerage accounts in Q3 were down nearly 20% from a year ago.