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 Move Could Cause 90% Drop in Investment Managers Reporting Quarterly Holdings
By Bernice NapachBy not considering how "the world has changed" since '75, the SEC is "plucking out blocks from a Jenga tower," said a securities law professor.
July 06, 2020
T. Rowe Price Gets SEC's OK on Nontransparent ETFsThey will be the first ETFs of any kind for the giant asset manager.
July 06, 2020
Putting Past Performance of Active Mutual Funds in PerspectiveS&P Dow Jones Indices' persistence scorecard shows few mutual funds can sustain top performance.
July 06, 2020
Lazard Adds U.S. Sustainable Equity Portfolio: Portfolio ProductsAlso, Franklin Templeton model portfolios join the Envestnet platform.
July 02, 2020
Active Funds' Ability to Beat Passive in Downturns 'Is a Myth': Morningstar"People want to believe," says Ben Johnson, Morningstar's director of global ETF research.
July 01, 2020
Model Portfolios Lost $500 Billion in Q1: BroadridgeBut their total assets were $3 trillion.
July 01, 2020
Managers of Fed's New Bond Facility Like Health Insurer BondsThe portfolio includes bonds from Anthem, CVS Aetna, Humana and UnitedHealth.
June 30, 2020
Morgan Stanley Among Adopters of New 4U Platform: Tech RoundupAlso, Advisor Group introduced Reg BI tools.