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.
Adjust Portfolios Now for Future Volatility: Wells Fargo
By Bernice NapachWells Fargo Investment Institute recommends "eyes forward" in its midyear outlook.
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.
June 11, 2019
Energy Infrastructure Plays Defense and Pays DividendsInvestors can look to energy infrastructure as an income strategy and way to play global oil market volatility.
June 10, 2019
Top Performing Robo-Advisor Portfolios in 2019The biggest names underperformed in unsettled market conditions, a personal finance site reports.
June 10, 2019
FTSE Russell Reconstitutes US Equity IndexesPreliminary changes were announced June 7, but final changes won't be announced until June 28.
June 10, 2019
Nuveen Expands Its Suite of ESG ETFs: Portfolio ProductsOther new offerings include portfolios focused on racial justice and an annuity exchange for advisors.
June 10, 2019
Don't Expect Active Funds to Outperform When Market DropsAn S&P Dow Jones Indices report finds that few active mutual funds outperform on a risk-adjusted basis over time.