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.
SEC Issues No-Action Relief for Diversified Index Funds, ETFs
By Melanie WaddellThe issue has affected large funds as the FAANG stocks have increased in value.
June 25, 2019
Natixis Funds Saw Record Asset Drop on Day of Morningstar ReportThe decline started when Morningstar suspended its rating on the firm's Allegro fund over concerns about illiquidity.
June 20, 2019
Vanguard Prepares to End Variable Annuity Offering"Annuity administration is not central to our long-term product and service plans," said Vanguard's Karin Risi.
June 18, 2019
Adjust Portfolios Now for Future Volatility: Wells FargoWells Fargo Investment Institute recommends "eyes forward" in its midyear outlook.
June 17, 2019
Opportunity Zone Reporting: Recommendations From an Investors GroupA coalition of nearly 70 organizations responds to Treasury's request for information.
June 17, 2019
ESG Considerations Taking Root Faster Than ExpectedA global survey of fund managers shows almost 80% consider ESG factors to be material in their daily investment activities.
June 13, 2019
Pimco Parent to Offer Active Funds at 'ETF-Like' PricesThe firm will use its robo-advisor Moneyfarm platform to offer these funds directly to retail investors.
June 13, 2019
Pershing Moves to Help Indie Advisors Expand in LatAm MarketThis growing market is largely cornered by the four "wirehouse" brokerage firms — for now.