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.
Bonds Beat Stocks at Pension Funds, Turning 60/40 Inside Out
By Liz Capo McCormick and Lu WangRetirement funds of 100 top public companies, with combined assets of some $1.8 trillion, have ratcheted up fixed-income allocations to a record level.
April 22, 2021
Value Funds Gobbled Money in March: MorningstarVanguard and BlackRock's iShares led inflows in March; DFA and T. Rowe Price led outflows.
April 12, 2021
Vanguard Cuts Fees on Retirement Trusts: Portfolio ProductsThe BlackRock U.S. Carbon Transition Readiness ETF (LCTU) pulled in $1.25 billion in assets on its first trading day.
April 05, 2021
Matthews Asia Merges Two Funds Due to Asset Overlap: Portfolio ProductsAlso, FTSE Russell is adding Chinese government bonds to its World Bond Index.
April 01, 2021
Financial Stability Council Eyes Nonbanks' Access to CashAn analyst says it should be easier for FSOC to tag insurers and other nonbanks as systemically important.
March 29, 2021
History Made With First U.S. Mutual Funds Converted to ETFsTwo actively managed Guinness Atkinson Asset Management mutual funds have been converted into lower-cost ETFs.
March 26, 2021
4 Top Value Fund Picks for Investors: MorningstarMorningstar's Susan Dziubinski and Russel Kinnel discuss whether the comeback of value strategies is sustainable.
March 11, 2021
Advisors Should Go Beyond the 'Easy' ButtonWhile indexing has benefits like lower costs, actively managed investments may offer advantages in some asset classes.