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.
401(k) Core Menus Are Not Retirement Ready
By David BlanchettRecent research shows two big gaps in DC plan investment menus and why updating them is essential.
February 04, 2022
Will the SEC Ban 12b-1 Fees?Their use is declining as the SEC targets conflicts of interest. But are they a "lesser evil"?
February 01, 2022
Vanguard Posts Details on Latest Fee CutsThe fund giant has cut expense ratios for seven actively managed mutual funds and one index ETF.
January 31, 2022
Vanguard Adds Ariel Investments as Outside AdvisorAriel Investments will work on oversight of the Vanguard Explorer Value Fund with two other firms.
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 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.