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.
Morgan Stanley Starts New Fund to Build More Diverse Businesses
By Sonali BasakThe fund invests in early-stage companies with diverse founders and has the backing of Microsoft, Walmart and Hearst Corp.
June 22, 2021
Retirement Scholars Rip Study Finding Target Date Funds 'Exploit' InvestorsMichael Finke and David Blanchett point out big flaws in the study but say it raises a few valid points.
June 22, 2021
Large Cap Equity Manager of the Year: Harbor Capital/Jennison AssociatesThe portfolio team looks at a longer-term horizon than others and at companies that create "true economic value."
June 21, 2021
Gundlach's DoubleLine Plans Closed-End Version of Shiller Enhanced CAPE Fund: Portfolio ProductsAlso, Barclays bank launched its second gold-related ETN, and ETFG and Direxion added new leveraged ETFs.
June 16, 2021
U.S. Household Wealth Surged Despite COVID-19Wealthy and lower-income households gained, according to Fed data analyzed by ING.
June 16, 2021
Latest Blow to 60/40 Model Is Exodus of Mom and Pop PensionsThe catalyst was the pandemic, which drove low interest rates down further and cut the income investors received from bonds.
June 16, 2021
Fed Debate Moves to Bond Taper and LiftoffWall Street's focus will be on the "dot plot," which shows policymakers' projections of the target interest rate.
June 14, 2021
J.P. Morgan's Kelly: Why the Bond Market Is Ignoring InflationThere are two broad possibilities, the chief global strategist writes.