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.
Many Retirement Savers Have a Big Problem With Target Date Funds: Survey
By Michael S. FischerThey want more focus on risk tolerance, not just time horizon, Invesco reports.
March 04, 2020
Self-Directed Investors Finished 2019 on a High Note: SchwabThe average Personal Choice Retirement Account size rose 19% in 2019, Schwab reports.
March 03, 2020
Vanguard Announces Dramatic Changes to Managed Payout FundThe fund, which failed to gain much in assets, is replacing monthly payouts with an annual distribution.
March 02, 2020
Gender Gap Among Fund Managers Hasn't Changed in 20 YearsIn the U.S. the gap has widened, according to Morningstar.
March 02, 2020
SEC Wants Feedback on Misleading Fund NamesSeveral fund types that muddy the naming waters, like ESG funds, have proliferated since the rule was enacted, the SEC says.
March 02, 2020
Franklin Templeton Expands ETF Lineup: Portfolio ProductsAlso, Wilmington Global Alpha Equities Fund joins Schwab's Mutual Fund OneSource Select List.
February 27, 2020
Thematic Funds Are Hot. But Should You Recommend Them?Funds with a tight focus, such as on cannabis, have grown dramatically in assets. Here's what to know.
February 26, 2020
Sustainable Investing Surges as Advisors Remain SkepticalMorningstar reports on the progress of ESG investing; Practical Perspectives finds advisors wary.