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.
Vanguard U.S. Value Fund to Merge Into Value Index Fund: Portfolio Products
By Jeff BermanAlso, Franklin Templeton expanded its thematic active ETF lineup.
January 19, 2021
Fidelity Takes On Vanguard in TDF Space, Matching Its Lower MinimumsThe 95% cut in the minimum investment makes the low-cost shares available to more retirement fund sponsors and participants.
January 15, 2021
Morningstar Launches Market Data PlatformThe platform offers real-time market data and live news updates to help advisors and institutional investors manage portfolios.
January 13, 2021
Vanguard Sees 90% Drop in Target Date Fund Flows: ReportMeanwhile, Fidelity's Freedom Index Series had the biggest inflows among the top 10 TDF series for 2020, according to Morningstar.
January 07, 2021
State Street and Pimco Team Up in Launch of Cloud-Based Asset Platform: Tech RoundupMicrosoft and McKinsey are also involved. Meanwhile, Franklin Templeton teams with Vestwell on a new managed account offering.
December 23, 2020
Bill Gross Loses Harassment Case Over 'Gilligan's Island' MusicThe Pimco co-founder and former "Bond King" was found to have played loud music to annoy a neighbor.
December 22, 2020
Voya to Pay SEC Fine of $22.9MThe insurer-owned firm allegedly failed to disclose fees charged to clients and made misleading statements to them, the SEC claims.
December 21, 2020
Transamerica to Pay $8.8M Over Annuity, Fund & 529 Supervisory FailuresThe problems at Transamerica Financial Advisors affected 2,400 clients of variable annuities, mutual funds and college savings plans.