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.
Pimco Ranks as 2022's Biggest Loser in $6.5T ETF Market
By Katie GreifeldInvestors pulled some $3.6 billion from Pimco and Allianz-branded funds, the biggest cumulative outflow ever for the asset manager.
December 22, 2022
Watch for These ETF Trends in 2023: Dave NadigVanguard could overtake BlackRock as the No. 1 ETF provider by April, he tells ThinkAdvisor.
December 21, 2022
DFA to Cut Some Management FeesThe investment manager says it has regularly reviewed and reduced fees.
December 21, 2022
The Top-Performing Stock Funds of 2022Value funds excelled this year, but growth funds topped Morningstar's lists for 3- and 5-year performance.
December 19, 2022
This Fund Giant Is Bleeding AssetsMore than $4 billion left the firm's passive funds in November, and active-fund outflows were even worse.
December 19, 2022
Vanguard Drops Advisor of Mid-Cap Growth FundRS Investments has managed about 20% of the $3.1 billion fund.
December 16, 2022
Why RIAs Can't Ignore Direct Indexing in 2023The use of direct indexing helped advisors achieve meaningful tax savings for clients during a volatile 2022.
December 14, 2022
WisdomTree to Offer 10 'Digital Funds' Through New Mobile AppWhile the funds will hold traditional mutual fund assets, a secondary record of shares will sit on a blockchain.