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.
John Hancock Model Portfolios Added to Envestnet Platform: Portfolio Products
By Jeff BermanAlso, Touchstone Investments plans to merge two of its funds.
August 05, 2019
ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why.Outflows tend to hurt open-end mutual funds' tax efficiency, while ETFs tend to be resilient.
August 05, 2019
Are Active ETFs a Threat to Mutual Funds?New ETF structures bring some of the benefits of mutual funds with lower costs, but they aren't always the best choice.
August 01, 2019
SEC Hits Commonwealth for Failure to Disclose Revenue Sharing ConflictsThe regulator alleges the IBD breached its fiduciary duty by not disclosing $100 million obtained via a revenue-sharing deal tied to mutual funds.
August 01, 2019
Vanguard Reopens Dividend Growth Fund, Increases Access to Alternative FundsThe changes affect both retail and institutional investors.
July 29, 2019
Sustainable Funds Are Having a Good Year: MorningstarSustainable funds are experiencing strong asset growth and relative performance, according to Morningstar.
July 29, 2019
Cambria Launches TOKE Cannabis ETF: Portfolio ProductsMeanwhile, AQR launched its first model portfolios.
July 29, 2019
5 Ways Advisor Partners Can Balance Product Choice, Due DiligenceThe onus is on firms to best coordinate the need for choice with processes that ensure that only the most appropriate solutions make it onto their shelves.