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.
Putting Retirement Portfolios to Work to Produce Income
By Roger WohlnerAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
June 24, 2024
How to Channel 10 Client Fears Into Investment OpportunitiesIf your clients' worries are keeping them out of the market, try flipping the script.
June 18, 2024
Vanguard Reopens Primecap FundsVanguard determined the two active equity funds have sufficient investment capacity to reopen, without restriction.
June 12, 2024
5 Questions: Vanguard's New Report on Annuities in Retirement PlansAdding an income option to a target-date fund sounds great, but will it work?
June 05, 2024
Advisors Pick ETFs Over Stocks for Client Portfolios: SurveyNearly 90% of respondents to an FPA survey recommend exchange-traded funds for their clients.
June 04, 2024
Gundlach: U.S. Stock Valuations 'Just Awful'When the DoubleLine Capital CEO buys stocks, he thinks long term and looks for themes.
June 03, 2024
Vanguard Shakes Up Explorer Value Fund TeamVanguard plans to raise the fund's expense ratio but says it remains inexpensive compared with similar funds.
May 06, 2024
How Fixed Annuities Beat Mutual Funds in a DOL Fiduciary Rule Asset TableThe reason for the odd 10-year growth results lies deep in the heart of Federal Reserve financial data.