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.
Financial Advisors Can't Wait for Nontransparent Active ETFs: Survey
By Bernice NapachEighty-five percent of the 200 advisors surveyed by Broadridge Financial Solutions say they're likely to use these ETFs.
July 15, 2019
Mutual Fund Fees in 401(k)s Keep On Falling: ICIThe average asset-weighted expense ratio fell 47% since 2000, the trade group reported.
July 15, 2019
Skience Launches New Version of Its Wealth Management Platform: Portfolio ProductsAlso, the Model FA online community has launched a resource library and podcast.
July 11, 2019
MSCI Adds ESG Ratings to 32,000 Funds and ETFsRatings are on a scale from AAA (leader) to CCC (laggard).
July 10, 2019
Morningstar Explains Its Ratings System UpdateMany active funds may be downgraded due to a new system of taking fees into account with rankings.
July 09, 2019
How Donor-Advised Funds Can Amp Up Their Giving PowerMany donor-advised fund investors don't realize they can make impact investments as well as giving to charity.
July 09, 2019
Morningstar's June Winners & LosersA recent update from the firm's analysts on upgrades, downgrades, and new strategy ratings.
July 08, 2019
MassMutual, CommonBond Offer Student Loan ReFi Plan: Portfolio ProductsAlso, Buffalo Funds introduces cheaper institutional class for all funds.