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.
Who Is the Top Portfolio Manager? Morningstar to Name Choice at Conference
By Ginger SzalaThe winner will be announced from the five finalists on May 9 at the Morningstar Investment Conference in Chicago.
May 06, 2019
Fund Fees Race to the Bottom: How Low Will They Go?Cerulli explores how client demand for low fees could affect the future of revenue sharing.
May 06, 2019
Junxure Deepens Integrations With Orion, Constant Contact: Portfolio ProductsIn other product news, FTSE Russell launched US Municipal Bond Index.
May 03, 2019
SEC Plan to Limit Fund-of-Fund Redemptions Gets Heat From Fund IndustryThe planned restrictions "could harm funds of funds and their shareholders — including target-date funds," ICI's Stevens said.
May 03, 2019
BlackRock Is Winning at Making Less Money From ClientsThe iShares Broad USD High Yield Corporate Bond ETF added a record $368 million Thursday, after discreetly slashing its fee in March.
May 02, 2019
FINRA Fines AXA Advisors Over 401(k) MisrepresentationsAXA misrepresented that certain bond funds in the plans were "investment-grade" when they were largely high-yield or junk bonds.
May 02, 2019
Owning Mutual Funds and ETFs Is Cheaper Than EverMorningstar's fund fee report shows that investors are overwhelmingly favoring cheaper funds.
April 30, 2019
A Flood of Nontransparent Active ETFs Could Be Coming — SoonAn SEC decision could open the product floodgates. But will investors jump in?