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.
2020: An Advisor-Focused Review of the Unforgettable Year
By Janet LevauxThere's a lot for financial advisors and firms to be optimistic about for 2021, says Mercer Advisors CEO Dave Welling.
December 15, 2020
Vanguard Total Stock Market Index Fund Becomes World's Only Trillion-Dollar Stock FundAssets of the fund, which has both a mutual fund and an ETF share class, reached $1.035 trillion as of Nov. 30.
December 15, 2020
Gundlach to Co-Manage New FundThe DoubleLine Multi-Asset Trend Fund will seek to match the performance of the BNP Paribas Multi-Asset Trend Index.
December 14, 2020
JPMorgan Launches Carbon Transition ETF: Portfolio ProductsAlso, TrimTabs Asset Management added two ETFs.
December 11, 2020
Vanguard Slashes Investment Level for Institutional Target Date FundsBy going from a $100 million minimum down to $5 million, the asset manager aims to "broaden" retirement plan access to these funds.
December 09, 2020
Quiz: Do You Know These Fund Facts?Test your knowledge on the basics of ETFs, mutual funds, money market funds and hedge funds.
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.