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.
Advisors' Interest in Crypto Assets Rising: FPA Survey
By Bernice NapachFifteen percent of advisors said they used or recommended cryptocurrencies, up from 1% in 2020.
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.
May 18, 2021
3 Reasons Why Muni Bonds Are Still a Good BuyThe risk of higher income taxes on the wealthy seems to be supporting munis, along with some economic and technical factors.
May 17, 2021
Dodge & Cox Launches First New Fund in 6 YearsO'Shaughnessy Asset Management has introduced a set of new defensive and models on its custom indexing platform.
May 14, 2021
Lawmakers Ask Government Watchdog to Probe Target Date FundsCertain aspects of TDFs may be placing retirement savers at risk, the lawmakers say.
May 13, 2021
Fidelity Adds Capabilities to Integration Xchange: Tech RoundupAlso, LPL's new Meeting Manager tool helps advisors prepare for client meetings.
May 12, 2021
SEC Staff Warns Against Mutual Funds That Own Bitcoin FuturesInvestors should consider the risks, the risk disclosure of funds and their own risk tolerance, the statement says.
May 03, 2021
More Cryptocurrency Funds Are Coming to Market: Portfolio ProductsMeanwhile, Ric Edelman's crypto council announced another educational partnership for advisors.