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.
SEC Slams RIA With $30M Fine Over 12b-1 Fees, Proprietary Funds
By Melanie WaddellThe SEC is getting "aggressive" in fighting breaches of fiduciary duty, Ron Rhoades told ThinkAdvisor.
February 28, 2022
10 Bond Funds With Big Russian Holdings: MorningstarIn the wake of its Ukraine invasion, Russia's markets have crashed, affecting funds with heavy Russian holdings.
February 28, 2022
Nasdaq Heads for Biggest 2-Month Slump Since 2008 as Risks Pile UpThe tech index is down 13.7% this year as rampant inflation, rising rates and Russia's war with Ukraine send markets on a bumpy ride.
February 23, 2022
Last ETF Holdout Caves as Capital Group Moves to Launch FundsThe firm is rolling out six actively managed exchange-traded funds that are set to debut on the New York Stock Exchange Thursday.
February 15, 2022
Fidelity Adds Tactical Bond Mutual FundThe fund allows investors to allocate their assets across the spectrum of the debt market, the firm says.
February 15, 2022
401(k) Core Menus Are Not Retirement ReadyRecent research shows two big gaps in DC plan investment menus and why updating them is essential.
February 14, 2022
Vanguard Cuts Target Date Fund FeesThe change follows the giant asset manager's consolidation of its Target Retirement Fund suites.
February 04, 2022
Cathie Wood's New Fund Targets Illiquid Assets, Limits ExitsThe closed-end ARK Venture Fund is focused on "disruptive innovation" in harder-to-trade assets, including private companies.