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.
BlackRock Adopts New Investing Framework Due to Pandemic
By Bernice NapachCOVID-19 has accelerated structural trends in inequality, globalization, macro policy and sustainability.
June 24, 2020
Strategist of the Year: American Funds"The way we invest is different from most other asset managers. We do not use a style system. Instead we use a multi-manager system that divides the portfolio into segments, each run by an individual manager."
June 24, 2020
DOL Proposes Limit on ESG Investments in Retirement PlansThe proposal reverses Obama-era guidelines allowing retirement plans to consider the social impact of investments.
June 24, 2020
Performance Now Ranked as Top Reason for Sustainable Investing: SurveyInvestors in Nuveen's latest responsible investing survey cited better performance over values.
June 23, 2020
Investors Have Power to Change Board's Policies on Race: Morningstar ExpertsTwo Morningstar sustainable research experts weigh in.
June 22, 2020
Morningstar Announces 2020 Awards for Investing ExcellenceT. Rowe won two of the three awards.
June 22, 2020
Principal Adds Tax-Advantaged ETF: Portfolio ProductsAlso, BlackRock widens its iShares ESG ETF offerings.
June 16, 2020
The Case for ESG Funds During Volatile Times: MorningstarThey capture less of the downside and have lower volatility ratings than non-ESG funds.