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.
Size Does Matter: Why Morningstar Downgraded Fidelity Contrafund
By Ginger SzalaThe fund may have gotten too many assets and too focused on mega-stocks, which has affected performance.
March 24, 2022
SEC Prevails in 12b-1 Fee Case Against Advisory FirmRather than settle, the firm says it spent two years fighting to stop the SEC's push to create "new regulation without following the formal rule-making process."
March 23, 2022
15 Top Target-Date Funds for 2022: MorningstarIn 2021, target-date strategies had net inflows of $170 billion, more than double that of 2020 and pushing assets to $3.3 trillion
March 23, 2022
BD to Pay Over $400K for Failing to Supervise RepsFINRA has sanctioned an independent broker-dealer over sales of risky alternative mutual fund to clients.
March 22, 2022
10 Market, Other Predictions Tied to Ukraine War: Morgan Stanley's ShalettWhat's next for bonds, stocks, cryptocurrencies, gold and more from Morgan Stanley Wealth Management's chief investment officer.
March 22, 2022
13 Funds to Buy for Your IRA: MorningstarRussel Kinnel, director of manager research, selected these funds as good fits based on their five-year tax-cost ratios.
March 18, 2022
TDFs Overwhelmingly Use TIPS to Hedge Inflation: CerulliTIPS may be a hedge for sharp, unexpected increased in inflation, the report says, but are relatively expensive.
March 11, 2022
13 Top Female Portfolio Managers: MorningstarMorningstar highlighted women who have built impressive careers in investing.