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.
Schwab Expands No-Transaction-Fee Fund Offerings for RIAs
By Dinah Wisenberg BrinIt has added more than 800 institutional funds from 15 third-party asset managers.
September 27, 2022
Gundlach Starts Buying After Worst Treasury Rout in Decades"The U.S. Treasury Bond market is rallying," said Gundlach, whose firm manages more than $107 billion. "Been a long time."
September 21, 2022
Woman in Viral Central Park Video Loses Suit Against Franklin TempletonAmy Cooper sued the asset manager in May 2021, saying it had unfairly fired her and branded her a racist.
September 21, 2022
Powell Says Rates to Be Raised 'Purposefully' to Curb InflationThe Fed chair said officials aim to bring inflation down to 2%, adding that "we will keep at it until the job is done."
September 20, 2022
Active Funds Lag Passive Peers in Volatile Market: MorningstarOverall, an active fund had "below a coin flip's chance of surviving and outperforming its average passive peer."
September 20, 2022
How a Buffer Fund of Funds Can Help Advisors Manage RiskThese products give advisors a way to use buffer ETFs without some of the drawbacks.
September 13, 2022
SEC Charges BNY Mellon, Oppenheimer, Other Firms With Municipal Disclosure FailuresIn first of its kind actions, SEC said four firms sold new issue municipal bonds without obtaining required disclosures for investors.
September 09, 2022
Ex-LPL Rep Pleads Guilty to Witness Tampering, FraudThe barred broker pleaded guilty to fraud and identity theft last year but scrapped the plea deal.