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.
13 Funds to Buy for Your IRA: Morningstar
By Michael S. FischerRussel Kinnel, director of manager research, selected these funds as good fits based on their five-year tax-cost ratios.
March 04, 2022
SEC Slams RIA With $30M Fine Over 12b-1 Fees, Proprietary FundsThe SEC is getting "aggressive" in fighting breaches of fiduciary duty, Ron Rhoades told ThinkAdvisor.
March 03, 2022
Wall Street Fund Giants Face Headache as Indexes Dump RussiaA Direxion leveraged ETF will shut, while others from the likes of BlackRock and DWS Investment are blocking new cash from entering.
March 01, 2022
Bill Gross: Lingering Inflation Should Make Investors Think TwiceThe PIMCO co-founder also speaks out on his exit from the firm, move to Janus, Cathie Wood's ARK and more in a self-published book.
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.