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.
Biggest Portfolio News of 2021
By Bernice NapachThis year's portfolio headlines have been dominated by strong markets and lots of new products.
November 22, 2021
Biden Keeps Powell as Fed Chief, Elevates Brainard to Vice ChairA Republican, Jerome Powell faces what will likely be a smooth confirmation in the Senate.
November 19, 2021
Mutual Fund, ETF Fund Flows Rebound in October: MorningstarSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.
November 11, 2021
Gen Z Investors Pile Onto Fidelity's Retirement PlatformThe next generation is leveraging Roth IRAs and target date funds, the firm reported.
November 08, 2021
Quarles to Exit Fed at Year's End, Handing Another Seat to BidenIn addition to this vacancy, Biden has a chance to pick a new chair, as Jerome Powell's tenure at the helm expires in February.
November 01, 2021
Franklin Templeton to Buy Lexington Partners for $1.75BThe firm wants to expand into private equity as its actively managed funds business struggles.
October 28, 2021
NYLife Securities to Pay $263K Over Mutual Fund SwitchesTen clients paid unnecessary front-end sales charges for mutual funds due to the firm's supervisory failures, FINRA says.
October 28, 2021
T. Rowe Price to Buy Debt-Investment Firm for $4.2BThe fund firm has agreed to acquire Oak Hill Advisors to expand into private debt investing.