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.
Advisors Call Out Needless Complexity in New Clients' Portfolios
By Dinah Wisenberg BrinAdvisors like Rick Ferri say new clients come to them with too many securities and needlessly risky investments.
January 26, 2023
T. Rowe Price AUM Slides Nearly 25% in 2022The firm noted it reduced headcount and took other cost-cutting measures last year.
January 26, 2023
Vanguard Launches Active Multi-Sector Bond FundThe Vanguard Multi-Sector Income Bond Fund offers fixed income exposure across various sectors and credit qualities.
January 24, 2023
SEC Fines Bloomberg Finance $5M Over 'Misleading' Securities Pricing ProductThe firm consented to the SEC's cease-and-decease proceedings without admitting or denying the allegations.
January 23, 2023
WisdomTree to Launch 4 Funds Tied to Jeremy Siegel's InsightsThe new funds, available on an app, will be "blockchain-enabled."
January 10, 2023
20 Good Funds for Long-Term InvestingInvestors who can tolerate some pain now could reap big rewards in the future, Morningstar's Russel Kinnel writes.
January 09, 2023
Fidelity Expands Alts Lineup With Private Credit FundThe fund is Fidelity's first business development company.
January 04, 2023
What Would Jack Bogle Think of Single-Stock ETFs?Morningstar's Ben Johnson talks to ThinkAdvisor about what "life after mutual funds" means for investors.