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.
RBC to Pay $3.9M for Share Class Violations
By Jeff BermanThe firm failed to disclose potential conflicts of interest when recommending mutual fund share classes, the SEC said.
April 22, 2020
Advisor Portfolio Models Underperformed When Markets TankedConservative models lagged the furthest behind their benchmarks, according to BlackRock.
April 21, 2020
Fidelity Launches Thematic Funds With Time-Based Fee DiscountsThe discounts grow over time and are available for investors who hold the funds for at least one year.
April 21, 2020
Morningstar to Take Full Ownership of SustainalyticsThe mutual fund and ESG ratings firm is acquiring the 60% of Sustainalytics it doesn't already own.
April 21, 2020
6 Ways to Protect Older Clients' Portfolios in Weak MarketsWhile many younger clients can wait it out, retirees may need to act, Morningstar's Christine Benz says.
April 20, 2020
Fund Outflows in March Topped Outflows in October 2008Morningstar's latest fund flows report shows investors favored money market funds over all others.
April 17, 2020
Vanguard Abruptly Closes Treasury Money Market Fund to New InvestorsIt made the move to preempt further declines in the fund's yield.
April 09, 2020
BMO Equities Head: More Stimulus Urgently NeededErnesto Ramos tells ThinkAdvisor what he wants to see from the government and how he's repositioning the funds he manages.