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.
Commonwealth Still Grappling With SEC Over 12b-1 Fees
By Melanie WaddellThe regulator wants more data about revenue sharing, as the firm seeks a protective order.
September 08, 2020
Bank of America Wants More Diversity on Its Investment PlatformThe bank is enhancing initiatives to encourage racial and gender diversity in asset managers and their investments.
September 04, 2020
Morgan Stanley to Close Global Opportunity Portfolio to New Investors: Portfolio ProductsAlso, AdvisorShares launched the Pure US Cannabis ETF.
September 03, 2020
6 Economic Predictions for the Next 5 Years: Northern Trust, 2021The economy will likely bounce back this year, but 2021 and beyond is more uncertain, CIO Bob Browne tells ThinkAdvisor.
September 02, 2020
Large-Cap Funds Managed by Women Are Outperforming in 2020: GoldmanOnly 3% of large-cap funds are managed entirely by women, while 77% have all-male management teams.
September 01, 2020
Jean Hynes Named Next Wellington CEOThe head of the Vanguard Health Care Fund will continue leading the portfolio after taking the executive reins from Brendan Swords next summer.
August 31, 2020
Transamerica Cuts Fees on 26 Share Classes of Active Funds, Variable AnnuitiesThis is the second set of fee cuts for Transamerica funds this year.
August 31, 2020
Active Equity Fund Investors Beat Indexers in Q2: DalbarThey withdrew less and invested more on a net basis compared to their passive fund counterparts.