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.
Target Date Funds Hammered by Q1 Market Turbulence: Morningstar
By Michael S. FischerAssets in target date strategies fell by 17% from the fourth quarter.
May 07, 2020
How Committed to ESG Are Asset Managers Really?New research suggests that for many, giving voice to ESG is more about attracting assets.
May 06, 2020
Franklin Templeton Buys Digital Wealth Platform AdvisorEngineThe deal comes less than three months after Franklin acquired asset manager Legg Mason for $4.5 billion.
May 05, 2020
BNY Mellon Adds Natural Language Tech for Asset Managers, Clients: Tech RoundupAlso: Addepar introduces an alternatives Marketplace, and Shareholders Service Group teams with AdvisorPeak.
May 05, 2020
SEC: Investors Need Timely Information on Muni Bond IssuesDisclosure is needed because of the financial and economic impacts of the COVID-19 pandemic.
May 04, 2020
Mutual Fund, ETF Assets Ravaged by Double-Digit Declines in March: CerulliInvestors pumped $685 billion into money market funds, bringing assets to $4.3 trillion.
May 04, 2020
Schwab Is Making Changes to U.S. REIT ETF: Portfolio ProductsAlso, Matthews Asia has launched an Emerging Markets Equity Fund, its first strategy to invest in broad emerging markets.
April 30, 2020
Firm to Pay $503K to SEC for Misleading on Mutual FundsSemper Capital Management agreed to settle charges that it misled investors on the performance of its MBS Total Return Fund.