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.
5 of the Biggest Fund Upgrades in 2021: Morningstar
By Michael S. FischerMorningstar's Russel Kinnel says ratings upgrades tend to be the result of subtle accumulation of favorable discoveries.
August 11, 2021
JPMorgan to Convert $10B in Mutual Funds to ETFsThe move follows Dimensional Fund Advisors' June conversion of $29 billion in mutual funds to four active equity ETFs.
August 09, 2021
25 Top Foreign-Stock Funds: MorningstarSusan Dziubinski's latest roundup includes offerings from American Funds, DFA, Oakmark, Vanguard and others.
August 02, 2021
Brandywine Global Acquires Diamond Hill High Yield Bond FundsThe deal involves the $2.3 billion Diamond Hill Corporate Credit Fund and the $1.1 billion Diamond Hill High Yield Fund.
July 29, 2021
Vanguard to Launch 2 New Active Bond FundsIt has filed with the SEC to roll out the Vanguard Core-Plus Bond Fund and Vanguard Multi-Sector Income Bond Fund.
July 29, 2021
T. Rowe Price Chairman, CEO to RetireBill Stromberg, who's spent 35 years with the firm, will be replaced by President Rob Sharps on Jan. 1, 2022.
July 28, 2021
ProShares Launches a Bitcoin Futures Mutual FundThe Bitcoin Strategy ProFund seeks capital appreciation and invests in Bitcoin futures trading on the CME.
July 27, 2021
El-Erian: Fed Will Punt on Economy, Inflation and Asset PricesOn Wednesday, it will likely say it's time to "start thinking about thinking about" tapering its monthly asset purchases.