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: The 5 Trends Shaking Up the Advisor World
By Jeff BermanA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?
September 02, 2021
The Hottest Stocks Since January 2020 and the Funds That Bought ThemMany gained several hundred times their January 2020 prices over the next eighteen months.
August 31, 2021
Self-Directed 401(k) Balances Surge in Q2: Schwab401(k) brokerage accounts that were advised had higher average balances than those that weren't, Schwab reported.
August 26, 2021
Vanguard Personal Advisor Services to Add 3 New Active Equity FundsOnce added, the mutual funds will be part of a five-fund equity offer from Vanguard PAS.
August 25, 2021
Falling Fund Fees Saved Investors $6.2B in 2020: MorningstarInvestors in sustainable funds pay a "greenium" versus investors in conventional funds, but it has been shrinking.
August 25, 2021
Bloomberg Barclays Bond Indexes Are RebrandedThe indexes are the foundation or benchmark for hundreds, if not thousands, of mutual funds and ETFs.
August 24, 2021
Capital Group Yields to ETF Craze With Slate of Actively Managed FundsThe Los Angeles-based firm will release six exchange-traded funds covering strategies ranging from value to growth.
August 23, 2021
Stock Funds Bled Assets for First Time Since January: MorningstarVanguard continued to attract money, while active managers T. Rowe Price and Franklin Templeton suffered big net outflows.