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.
Kitces: Schwab 'Declaring War on Funds' With Direct Indexing Platform
By Jeff BermanMichael Kitces' remark touched off a debate among advisors on the pros and cons of direct indexing.
October 13, 2021
Bill Gross Says Bond Market 'No Disaster,' Sees 10-Year Yield at 2%Even if bonds are likely to suffer losses, they still have a role to play in portfolios given the economic uncertainties, the PIMCO co-founder says.
October 12, 2021
Vanguard Taking Orders for New Core-Plus Bond FundThe fund will be the firm's first actively managed mutual fund to launch this year.
October 08, 2021
ICI Names New York Life Exec as ChairYie-Hsin Hung says she wants to lead the industry on ESG, diversity and inclusion and fintech.
October 04, 2021
Most Active Funds Trailed Benchmarks in Q3: BofAThe share of active funds outperforming year-to-date is less than half, but still higher than from 2018-2020, the bank reports.
October 01, 2021
8 New Funds From Top Managers: MorningstarAnalysts screened for open-end, active funds that share a manager with a fund carrying a Morningstar Silver or Gold Analyst Rating.
September 30, 2021
Class-Action Suit Over Allstate 401(k) Plan Can Go ForwardA judge has dismissed a motion to drop a suit against Allstate and its plan fiduciaries for mishandling 401(k) management choices.
September 30, 2021
Peter Mallouk: Target Date Funds a 'Terrible Choice' for Most InvestorsThe Creative Planning CEO sparked a heated debate over the merits of this popular retirement investment.