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.
Merrill Adds Vanguard, Goldman to Model Portfolio Lineup
By Bernice NapachOther asset managers joining the program, which has a $50,000 minimum, are DWS, Neuberger Berman and Columbia Threadneedle.
November 06, 2020
Top Asset Managers in 10 Categories, Ranked by Advisors — J.D. Power, 2020Advisors rated the firms on factors including trustworthiness, research and ease of doing business.
November 03, 2020
DFA Announces More Fund Fee CutsThis will be the second management fee cut for most of the 33 funds within a year.
November 02, 2020
BlackRock Adds New Small-Cap Value ETF: Portfolio ProductsAlso, new T. Rowe Price active ETFs are made available commission-free on several major custodial platforms.
October 30, 2020
Vanguard Fund Gets Morningstar Downgrade as Its Manager Takes a Step UpThe fund's "personnel advantage won't be as pronounced" after manager Jean Hynes takes the helm of a key Vanguard subadvisor.
October 27, 2020
3 Reasons Gundlach Is Bearish on U.S. Stocks"The U.S. will be the worst performing stock market over the next five years," the DoubleLine CEO said, discussing the bond asset classes he favors now.
October 26, 2020
BlackRock Exec Rejoins DWS as U.S. Head of WealthMatt Hilding is focused on growing the firm's U.S. channel, which is key for its overall growth strategy.
October 26, 2020
Fidelity Expands Reach of Its Model PortfoliosFidelity Model Portfolios are now available to advisors on 16 platforms.