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.
9 Total U.S. Stock Market Funds, Ranked From Worst to Best: Morningstar
By Michael S. FischerJohn Rekenthaler ranked the funds based on total returns, tracking error and expense ratio.
April 05, 2022
Wells Fargo to Pay $32.5M in 401(k) SuitIt put employees' retirement assets into proprietary CITs with high fees and no track record, the suit states.
April 04, 2022
Morningstar Cuts ARKK Rating to NegativeCathie Wood's flagship fund took a "wretched" 45.5% loss in the 12 months through February, strategist Robby Greengold wrote.
April 04, 2022
Capital Group Teams With Morningstar on Personalized Target Date ServiceTarget Date Plus will offer customized portfolios based on investors' age, salary, assets, savings rate and company match rate.
March 31, 2022
Annexus and State Street to Create In-Plan Annuitization ProgramA monthly, multi-carrier process could help hold annuitization costs down.
March 31, 2022
Liz Ann Sonders: 3 Indicators Advisors Should Watch NowThe Fed is likely to front-load rate hikes, Schwab's chief investment strategist says.
March 30, 2022
6 Best 'True' S&P 500 Index Funds: MorningstarIn a new blog post, John Rekenthaler describes how he picked the "best" funds.
March 29, 2022
10 Talking Points for Clients Who Think 'Bonds Are Boring'Here are some helpful conversation starters to get clients to follow your advice on asset allocation.