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.
Here's the Firm Buying Stakes in Invesco and Janus Henderson
By Bernice NapachNelson Peltz's investment firm, Trian, reportedly wants to merge the two companies to rival giant asset managers like BlackRock.
September 24, 2020
When Will We Get Vanguard PE Products in 401(k) Plans?It may be years away, but here's how the "retailization" of private equity could play out, according to a group of experts
September 24, 2020
Advisors Expect More From Asset Managers in 'New Normal'Many advisors say they've changed their ways during the pandemic but asset managers haven't caught up, a Broadridge survey finds.
September 18, 2020
Sustainable Fund Performance Beats Peers: Morgan StanleyFurther, despite the pandemic, net inflows to ESG funds are breaking records this year.
September 17, 2020
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find OutOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 16, 2020
How to Invest in Today's Low-Rates-for-Longer Bond MarketBond strategists weigh in at Morningstar's all-virtual annual conference.
September 14, 2020
Morningstar's August Winners & LosersThe latest updated ratings affect funds from Vanguard, Fidelity and other asset managers.
September 11, 2020
Unpacking the Implications of the SEC's ETF RuleAlmost a year in, the rule has been a win for ETF investors, issuers and advisors.