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.
Active Equity Fund Investors Beat Indexers in Q2: Dalbar
By Bernice NapachThey withdrew less and invested more on a net basis compared to their passive fund counterparts.
August 24, 2020
Vanguard Shakes Up International Fund TeamSome changes to the active management team will slightly increase the one-star fund's expense ratio.
August 24, 2020
Vanguard Changes Energy Fund's Benchmark: Portfolio ProductsAlso, Alger to launch its first two ETFs.
August 18, 2020
3 Reasons the SEC's Latest Shareholder Proposal May Be a Game-ChangerSimplifying the information and reducing redundancy in mutual fund docs are the right steps by the regulator.
August 14, 2020
12b-1 Fees Still on SEC's Radar as SCF Agrees to Repay $567KRegulator says the RIA also will pay a fine of $200,000 to settle issues tied to funds with undisclosed revenue and higher costs.
August 12, 2020
How to Choose a Model PortfolioA new Morningstar report is a good primer for advisors considering outsourcing investment management.
August 10, 2020
Morningstar's July Winners & LosersThe latest updated ratings affect funds from Vanguard, T. Rowe Price, Sequoia and other asset managers.
August 10, 2020
Dodge & Cox to Launch First Fund in Six YearsThe emerging market fund is expected to charge 0.70% in annual operating expenses, including a 0.60% management fee.