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.
WisdomTree Introduces Cloud Computing Fund: Portfolio Products
By Jeff BermanAlso, DoubleLine Capital launched a new open-end mutual fund.
September 04, 2019
How Morningstar's New Ratings Reality Will Affect Funds, ETFsA new analysis by the firm shows twice as many downgrades as upgrades, largely due to including fund costs in the formula.
September 03, 2019
Top 10 Largest US Fund Families: MorningstarThe 150 biggest fund families account for 99% of mutual fund and ETF assets in the U.S., Morningstar says.
August 30, 2019
Vanguard Shares Stewardship Report Card for Its Companies, ItselfIf a firm puts people's health, safety or dignity at risk, it can pose a financial risk to investors, the fund giant says.
August 30, 2019
Don't Mix Target-Date Funds With Other Products: MorningstarTarget-date funds are best used as an "all or none" investment option, the firm says in its report.
August 30, 2019
John Hancock Reduces Expenses — Again: Portfolio ProductsAlso, new BNY Mellon Alcentra multi-asset credit fund is targeting retail investors.
August 27, 2019
Clients Want Out of Gun-Related Stocks? Here's Some AdviceMorningstar's Jon Hale discusses what funds do and don't have exposure to firearms and how advisors can help clients understand their options.
August 26, 2019
Goldman Sachs Plans Six Bond ETFs: Portfolio ProductsAlso, 280 CapMarkets introduces new features for its BondNav price discovery and trading platform.