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.
Goldman, Morgan Stanley Back Bets on Lower Bond Volatility
By Stephen SprattInvestors should sell three-month straddles on 30-year yields to capture the move, the strategists said.
June 02, 2021
Northern Trust Sued Over 'Poorly Performing' Target Date FundsNorthern Trust loaded its retirement plan with proprietary funds that consistently underperformed, current and former employees allege.
June 02, 2021
Biden's Big Plans Bypass Green-Linked Debt That Investors CraveNone of the $21 trillion Treasuries market includes bonds linked to the funding of environmentally-friendly projects.
June 02, 2021
Bond Traders Look to Jobs for Taper Clues While Cash Glut GrowsThe strength of the next labor market report is set to be a major catalyst for bets about when tapering and rate hikes might start.
June 01, 2021
Advisors' Interest in Crypto Assets Rising: FPA SurveyFifteen percent of advisors said they used or recommended cryptocurrencies, up from 1% in 2020.
June 01, 2021
Vanguard to Change Benchmarks for 3 Stock Dividend FundsVanguard will be switching benchmarks from Nasdaq indexes to S&P indexes in the third quarter of this year.
May 25, 2021
Envestnet, Investment Advisor Announce 2021 Asset Manager and Strategist of the Year FinalistsThe 17th annual Asset Manager and Strategist of the Year Awards recognize active managers in fixed income and other categories.
May 24, 2021
T. Rowe Cuts Fees on TDFs, Plans New LineupThe resulting asset-weighted average fee reduction is 6.3 basis points for its TDFs and 4.8 basis points for TDF trusts.