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.
Understanding Morningstar's New Sustainability Ratings
By Bernice NapachThe new ratings regime takes into account the comparative ESG risks of different industries and of different funds.
November 11, 2019
Fidelity Expands Thematic Lineup to 16 Funds: Portfolio ProductsAlso, Envestnet expands MyBlocks offerings with five Yodlee FinApps.
November 08, 2019
SEC Cites Risks in Target Date FundsAmong infractions cited were marketing materials with asset allocation disclosures that differed from the TDFs' prospectus disclosures.
November 07, 2019
Time to Open Up to Closed-End Funds?Here's a look at closed-end vs. open-end funds and how the former can complement a more traditional fund lineup.
November 07, 2019
Opportunity Zones Under Fire in CongressLawmakers are introducing bills and initiating investigations focused on alleged preferential tax treatment for billionaires and the well-connected.
November 05, 2019
Morningstar Rolls Out New Ratings SystemHere's how the new system gives more weight to fees, sets the bar higher for active funds and looks more closely at share classes.
November 04, 2019
Opportunity Zone Funds: Who Really Benefits?There are signs that tax breaks trump community benefits. Case in point: A new draft IRS form.
November 04, 2019
Principal Expands D2C Advisor Offering With New Advice Program: Portfolio ProductsAlso, Schwab Advisor Center has integrated YCharts.