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.
SEC Proposing 'Complete Overhaul' of Fund Disclosures: Report
By Melanie WaddellPossible changes would affect mutual fund and ETF prospectuses, annual reports and advertising.
July 31, 2020
Vanguard Execs Have Some Words of Wisdom for AdvisorsCEO Tim Buckley and Advisor Services head Tom Rampulla discuss the COVID-era realities advisors are facing.
July 29, 2020
Vanguard to Merge Active Value Fund Into Larger Passive FundIf shareholders approve, the Vanguard U.S. Value Fund will merge into the Vanguard Value Index Fund.
July 28, 2020
Corporate Bond Funds Are Weak Where They Look Weak: ResearchersThree economists say COVID-19-related bond fund outflows correlated well with obvious signs of fragility.
July 20, 2020
Franklin Templeton Expands Active ETF Lineup: Portfolio ProductsAlso, BlackRock expands relationship with Citi to enhance securities services.
July 16, 2020
MaxMyInterest Integrates With Morningstar: Tech RoundupAlso, E-Trade launched a developer platform that will allow corporate clients to streamline services.
July 13, 2020
Morningstar's June Winners & LosersThese latest ratings included an upgrade for some Vanguard funds, while overall 140 funds and ETFs were downgraded.
July 13, 2020
7 Predictions for the Investment Industry: William BlairThe firm's research details the big changes afoot, from technology to investing strategies to retirement planning.