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.
JPMorgan Launches Carbon Transition ETF: Portfolio Products
By Jeff BermanAlso, TrimTabs Asset Management added two ETFs.
December 07, 2020
Vanguard Makes Rare Retreat as Price War It Started Takes a TollNet flows to Vanguard's funds slowed in 2020 as rivals continue to cut fees and offer almost free trading.
December 07, 2020
VanEck Adds 2 Corporate Bond ETFs: Portfolio ProductsAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.
December 02, 2020
Bonds vs. Bond Funds: 6 Reasons to Love BothPrice or convenience? That's one of several issues advisors and clients have to consider when shopping for fixed income products.
November 30, 2020
Group Calls for Limiting Power of BlackRock, Vanguard & State Street"Outsized footprint" of Big Three "poses new issues" for U.S. economic competitiveness and financial market stability, says American Economic Liberties Project.
November 30, 2020
Fidelity Plans to Merge 3 Funds, as Assets Hit $3.5TOne planned fund merger affects the flagship Magellan fund; meanwhile, the number of new RIA client accounts grew 164% from last year.
November 29, 2020
10 Tax Tips to Take Advantage of By Year-EndAdvisors and clients can benefit from these insights on gifting, retirement and other areas — shared recently by BNY Mellon tax experts.
November 23, 2020
4 Ways to Soften Fund Investors' Tax Pain: MorningstarIt's nearly time for capital gains distributions, and wealthy clients in taxable accounts may have a decision to make.