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 Launches a New Framework to Analyze Equity Funds
By Bernice NapachIt goes way beyond the Style Box, which was limited to the market cap and growth or value style of fund holdings.
December 06, 2019
Ex-Morgan Stanley Rep Suspended Over Unsuitable Muni Bond SalesThe broker incurred unnecessary fees by buying the funds in brokerage accounts and transferring them, FINRA said.
December 05, 2019
4 Retirement Plan Investments That Might Be Better Than Target Date FundsThese QDIA alternatives are available not just to mega-sponsors but to the advisor-driven market of small and midsize plans.
December 05, 2019
Vanguard to Launch New Global Bond Fund"Identical twin" of current international bond-index product aims to separate those using the strategy in target-date funds from other investors, says a research analyst.
December 04, 2019
Securities Markets Face Multiple Challenges, Experts Warn at SEC ConferenceGary Cohn and others cited ongoing trade war, political uncertainty, climate change, cyber risk as main problems.
December 04, 2019
Self-Directed Millennials Invested More in Cash, ETFs Than Older InvestorsSchwab's Q3 report shows mutual funds still held the highest percentage of participant assets.
December 02, 2019
Chaikin Plans ETF Rating Version '2.0': Portfolio ProductsAlso, MSCI makes its ESG ratings publicly available.
November 27, 2019
Congresswoman Wants to End Opportunity Zone ProgramFreshman Rep. Rashida Tlaib has introduced legislation to remove opportunity zones from the U.S. tax code.