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.
New Analytics Platform Screens Investments for ESG Factors
By Ginger SzalaBuilt by a former financial advisor, the platform is intended to help determine how "green" stocks and funds really are.
January 17, 2020
DoubleLine Exec Has a Novel Way to Measure Interest Rate RiskThe deputy chief investment officer of DoubleLine explains his Sherman Ratio.
January 17, 2020
Fidelity Launches New Bond Model Portfolios: Portfolio ProductsAlso, Envestnet teams with Invesco on new model portfolios.
January 16, 2020
ETF Demand Among Advisors Expected to Keep Growing: BroadridgeAlmost three-quarters of 500 advisors say they expect their ETF allocations to increase in 2020, according to a new survey.
January 15, 2020
World's Largest Asset Manager Doubles Down Against Climate Change"I believe we are on the edge of a fundamental reshaping of finance," BlackRock CEO Larry Fink says in a shareholder letter.
January 14, 2020
Tracking Women-Led Funds vs. BenchmarksGoldman Sachs' report finds that female-managed funds tend to "tilt toward defensive and high-growth industries."
January 13, 2020
Sustainable Fund Flows Smashed Records in 2019: MorningstarThey surpassed the previous record set in 2018 by more than 250%.
January 13, 2020
UMAs Gain Momentum as Powerful Advice ToolsThe next generation of unified managed accounts have capabilities that have the potential to take financial advice to the next level.