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.
Active Equity Funds Rebound, but Will Performance Last?
By Bernice NapachNearly half outperformed their passive counterparts in the past year, but the longer term tells a different story, Morningstar finds.
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.
September 13, 2019
SEC Wants Mutual Funds to List Their Biggest Risks FirstFunds often disclose their risks alphabetically in their prospectuses.
September 12, 2019
Recessions 'Not Always a Bad Thing': Carillon Tower President"There's actually a lot of money to be made in this kind of environment," Cooper Abbott, president of the Raymond James unit, tells ThinkAdvisor.
September 10, 2019
Bob Doll's 5 Themes for Stock Investors for 2020"Boringly neutral" is how Nuveen's chief equity strategist describes his stock market outlook.
September 09, 2019
The 3 Phases of ESG Fixed Income InvestingA Morningstar report outlines what advisors need to know in selecting sustainable bond funds.
September 09, 2019
11 Key Facts About BDs, Retirement Plans and Markets: SIFMAAmong the data points: Broker-dealers and registered reps are declining in number.