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.
Where the Wealthy Plan to Spend, Invest More in 2023
By Michael S. FischerIn a survey of investors with $2 million or more, 80% said they planned to spend more next year.
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.
November 30, 2022
These 15 Funds Have Created the Most Wealth for Investors: MorningstarThese funds have created significant value where it counts: by increasing dollar value for shareholders.
November 23, 2022
4 New SEC Rules to WatchThe agency has proposed and adopted several "significant" new rules in the past few weeks, its Investment Management chief says.
November 23, 2022
Goldman Sachs to Pay $4M SEC Penalty in ESG Fund CaseRegulators says the firm "had several policies and procedures failures" involving ESG research used to pick and track stock holdings.