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.
Kestra to Pay $10.3M Over Undisclosed Mutual Fund Compensation
By Jeff BermanKestra advisors failed to disclose compensation received by their BD when investing client assets in certain funds, the SEC alleged.
June 23, 2021
GMO's Grantham Addresses 'Epic' Equities EuphoriaThe renowned bubble expert discusses why the last 12 months have been a "classic finale to an 11-year bull market" and whether a crash could be coming.
June 23, 2021
Morgan Stanley Starts New Fund to Build More Diverse BusinessesThe fund invests in early-stage companies with diverse founders and has the backing of Microsoft, Walmart and Hearst Corp.
June 23, 2021
Bitcoin Trusts: What You Must Know Before InvestingPutting $100 into an OTC Bitcoin trust could get you Bitcoin exposure that's worth a whopping $500 or a teeny $50. Here's why.
June 23, 2021
Powell Plays Down Inflation, Nods to Higher-Than-Expected PricesThe latest quarterly projections show 13 of 18 officials favor at least one rate increase by the end of 2023.
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.