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.
Clients May Need Advisor Help as Target-Date Fund Annuities Gain Steam
By Dinah Wisenberg BrinLifetime income products are expected to proliferate within retirement plans. Clients will have complex choices to make.
June 10, 2026
8 Investment Moves Jeffrey Gundlach Is Making NowThe DoubleLine CEO is pulling back on gold and worrying about the costs of data centers.
June 03, 2026
Wellington to Buy Hartford Funds for $1.9B in Wealth PushThe deal is expected to be completed in the first quarter of 2027.
May 05, 2026
With Alts in 401(k)s, DOL Hopes to Spur Product InnovationEBSA head Daniel Aronowitz envisions investments that widen the pool of available asset classes while still mitigating risks.
April 29, 2026
Vanguard Adds Morningstar Name to Equity Funds Tracking BenchmarksOne analyst questioned how the rebrand benefits the giant asset manager.
March 27, 2026
Judge Dismisses Case Against Fidelity Over Money Market Fund FeesInvestor plaintiffs failed to show Fidelity breached its fiduciary duty, the judge ruled.
March 26, 2026
Vanguard Launches 10 'BondBuilder' ETFsThe target maturity corporate bond ETFs are designed to help investors build customized fixed income portfolios.
March 23, 2026
Expect an E-Delivery Rule Soon: SEC ChairSuch a rule is "long overdue," Paul Atkins said Monday.