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.
How This Year's Painful Losses Can Help Your Client's Tax Situation
By Ric EdelmanRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
October 28, 2022
SEC Votes to Make Funds, ETFs Simplify Their Fee DisclosuresA new final rule standardizes the presentation of fees and expenses and encourages the use of graphics.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 25, 2022
Janus 401(k) Plan Loaded With Subpar Proprietary Funds, Suit ClaimsThe Janus Henderson Funds also "charged higher fees relative to nonproprietary alternatives," the suit states.
October 25, 2022
4 Major Themes That Will Shape the DC Retirement Market in 2023Plan sponsors will need help to ensure that they are meeting the needs of employees and retirees.
October 19, 2022
Vanguard Funds Leak $3B in Rare Month of Net Outflows"Tumbling equity markets and declining bond prices made some investors head for the exits," Morningstar said.
October 19, 2022
Bill Gross Bashes 'Total Return' Bond Funds He PopularizedThey've clung to their benchmarks too closely, essentially becoming "quasi" index-tracking strategies, according to Gross.
October 18, 2022
'Cookie Cutter' BlackRock TDF Suits Should Be Tossed: Retirement GroupsThe suits will put DC plan fiduciaries "in a no-win situation," three industry groups say.