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.
Morningstar Teams With Millennium Trust on Mutual Funds: Portfolio Products
By Jeff BermanAlso, TD Ameritrade adds ESG options to its 529 College Savings Plan.
October 21, 2019
Legg Mason Launches First Commercial Real Estate Fund: Portfolio ProductsAlso, Fidelity adds to its index fund offerings.
October 21, 2019
ETFs' Growth Story: It's ComplicatedThe ETF market has surged in the past five years, but that headline growth obscures some major developments.
October 18, 2019
Low-Fee Funds Are Big Winners in Q3: MorningstarMorningstar's latest fund flows report shows the cheapest funds had the greatest intake of new money.
October 16, 2019
Target Date Funds Fail to Live Up to Expectations: ReportThe report from Alight Solutions found that participants are not using TDFs as they were intended to be used.
October 14, 2019
SkyView Launches Marketplace to Buy, Sell Advisory Practices: Portfolio ProductsAlso, Fidelity Clearing & Custody Solutions added customized investment models to its Automated Managed Platform.
October 10, 2019
Top Asset Managers Face Declining Interest in Their Brands"Many firms fail to create a compelling brand narrative" Peregrine Communication finds.
October 08, 2019
Fidelity Cuts Fees on 529 Plans and Launches Some New OnesThe eight new blended portfolios include active and passive investments.