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.
2 Cool Fintech Tools at FinovateFall
By Jeff BermanStartups presented a souped-up platform for retirement plan advisors and a family budgeting tool for financial services firms to use with clients.
September 20, 2019
Passive Overtakes Active in US Stock-Fund Assets: MorningstarAssets of U.S. equity index funds surpassed those of their actively managed counterparts for the first time.
September 17, 2019
'We Remain Contrarian Bullish': Merrill StrategistFour in 10 investors in Merrill's monthly survey see a protracted U.S.-China trade war as the "new normal."
September 17, 2019
Active Equity Funds Rebound, but Will Performance Last?Nearly half outperformed their passive counterparts in the past year, but the longer term tells a different story, Morningstar finds.
September 17, 2019
US Among Top 3 Global Markets for Low Fees: MorningstarMorningstar graded 26 markets on their investor-friendliness in the area of fees and expenses.
September 16, 2019
SEC Fines Prudential Units for Misleading Fund BoardsThe 94 funds were harmed when reorganized so that Prudential and its affiliates could get tax benefits, the SEC says.
September 16, 2019
Schwab Enhances Institutional Intelligent Portfolios: Portfolio ProductsAlso, AssetMark adds Savos Personal Portfolios to its offerings.
September 16, 2019
Will US Interest Rates Go Negative?Economists weigh in on the question ahead of the Fed meeting. Meanwhile, Treasury is considering ultra-long bonds.