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.
Gun Holdings of 9 Big Fund Firms
By Bernice NapachAs You Sow research shows, these stocks represent less than 1% of assets, but that could still be problematic for some investors.
August 14, 2019
Gen Zers Are Saddled With Financial Uncertainties: Northwestern MutualA majority don't know how much money they should be saving vs. spending.
August 12, 2019
Vanguard Admits Erroneous Stock Holdings in 2 ESG ETFsAs result of an error by index provider, the Vanguard ESG U.S. Stock ETF (ESGV) temporarily held shares in a U.S. gun maker.
August 12, 2019
John Hancock Model Portfolios Added to Envestnet Platform: Portfolio ProductsAlso, Touchstone Investments plans to merge two of its funds.
August 09, 2019
Clients Want Out of Gun-Related Stocks? Here's Some AdviceMorningstar's Jon Hale discusses how advisors can help clients understand their options.
August 07, 2019
World's Top 20 Biggest Asset Managers: 2019The firms on this list have combined assets under management of $44.9 trillion.
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.