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.
LPL Rep Sold Complex Product to 95 Year-Old Client, Violating Reg BI
By Melanie WaddellThe rep put the client in Government National Mortgage Association support class bonds, a mortgage-backed security.
July 15, 2025
Vanguard's CEO Looks to Innovate Without Selling OutThe firm is moving into AI and private credit while striving to maintain its low-cost ethos, Salim Ramji says.
July 09, 2025
Vanguard Launches 3 Bond ETFsThe additions include one actively managed and two index U.S. government bond ETFs.
July 08, 2025
Schwab Expands 'Institutional No Transaction Fee' Fund OfferingsSchwab is roughly doubling the INTF funds and asset managers available to RIAs.
June 23, 2025
Northern Trust Commits to Staying Independent After BNY ApproachA tie-up would bring together two of the largest custodian banks in the world.
June 12, 2025
Vanguard Seeks SEC Approval to Expand Tax-Busting Fund DesignVanguard aims to use its signature dual-share class design with actively managed funds.
June 11, 2025
Vanguard Launches Active Fixed Income Multi-Sector ETFThe offering is effectively identical to the Vanguard Multi-Sector Income Bond Fund, a Vanguard watcher notes.
June 09, 2025
Schwab Cuts Fees on 4 Equity Index ETFsCosts for all Schwab market cap-weighted index ETFs will be lower than 10 basis points.