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.
Will the SEC Ban 12b-1 Fees?
By Melanie WaddellTheir use is declining as the SEC targets conflicts of interest. But are they a "lesser evil"?
January 25, 2022
Vanguard, Other BDs Under Scrutiny Over Target Date Fund Tax BillsAmerican Funds, BlackRock, Fidelity and T. Rowe Price are also targets of the sweep by William Galvin in Massachusetts.
January 25, 2022
Bob Doll to Co-Manage 5 New Crossmark Mutual FundsDoll will co-manage three large-cap, one small-cap and one equity neutral fund.
January 19, 2022
Mutual Funds vs. ETFs: Which Are Better for Retirement Portfolios?To answer this question, Morningstar's Christine Benz compared two groups of model portfolios. Here's what she found.
January 18, 2022
Model Portfolio Boom Gets Slammed in New PaperThe bundled products are ridden with conflicts of interest, researchers say.
January 12, 2022
15 Long-Term Fund Picks for 2022: MorningstarLook for cheap, cautious and sustainable funds, Russel Kinnel writes.
January 11, 2022
Retirement Pros Hit Back at Study Finding Target Date Fund FlawsTDFs may need more scrutiny but can help investment outcomes for many people, Morningstar's Christine Benz said.
January 11, 2022
Fed Will Tackle High Inflation: Powell"If we have to raise interest rates more over time, we will," the Fed Reserve chair said Tuesday. "We will use our tools to get inflation back."