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.
16 Ways to Balance an S&P 500-Heavy Portfolio: Advisors' Advice
By Dinah Wisenberg BrinTen stocks in the index comprise 40% of its market cap. What's an advisor to do?
September 19, 2025
6 ETFs for Falling Interest RatesClients might consider shifting funds to small-cap stock or bond ETFs as interest rates decline.
September 17, 2025
Vanguard Launches Its First High-Yield Bond ETFThe new exchange-traded fund comes when junk bonds are expensive, one analyst notes.
September 17, 2025
Advisors Nudge Retirement Investors Into Riskier Portfolios, Study FindsAdvisor use, CRR finds, is associated with less safe allocations for average clients — likely to their benefit.
September 09, 2025
Judge Tentatively OKs $25M Vanguard Target-Date Selloff SettlementA previously rejected $40 million settlement would have paid less to affected investors.
August 21, 2025
The Target Date Fund Change That Could Help Boomers Avoid Retirement Ruin: Ron SurzBig firms are looking at risk with the wrong yardstick, the Target Date Solutions president suggests.
August 21, 2025
Christine Benz: 9 Risks and Opportunities for InvestorsOn a Morningstar podcast, Benz discussed stock, bond and dividend strategies and named the biggest risk investors face now.
August 14, 2025
Why Are Investor Returns Lagging by 15% a Year? (It's Not Fees)Morningstar uncovered the habits of investors whose results trailed those of funds in their portfolios over the past decade.