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.
January 17, 2025
BlackRock In-Plan Annuity Program Attracts $16B in AssetsEquitable and Brighthouse will provide the streams of lifetime income.
January 17, 2025
Vanguard to Pay $106M to Settle Charges Over Misleading StatementsThe settlement is tied to tax bills some clients received after others switched to lower-cost funds.
January 14, 2025
SEC Releases FAQ on Controversial Fund Names RuleThe updated guidance may help to resolve some questions raised by the amended rule, ICI says.
January 13, 2025
Schwab to Launch Actively Managed Bond ETFThe Schwab Core Bond ETF (SCCR) aims to generate income through a wide variety of fixed income investments.
January 10, 2025
Bond Selloff Exposes ‘Vulnerability’ in Markets: El-ErianTen-year Treasury yields hit their highest level since 2023 on a strong December jobs report.
January 09, 2025
Dodge & Cox CEO and Chair Dana Emery to RetireAt year-end, she will be succeeded by David Hoeft as chair and Roger Kuo as CEO.
January 06, 2025
8 Funds That Are Cutting Expense Ratios: MorningstarThree funds are from Fidelity, which has kept performance fees despite their losing favor in the investing world.
December 20, 2024
Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess FeesThe firms failed to give clients mutual fund sales charge waivers and fee rebates, FINRA says.
December 17, 2024
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can BuyThe firm submitted plans to the SEC for five mutual funds spanning stocks and bonds.
December 06, 2024
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR FundThe offering, comprising actively managed Vanguard funds, will keep a roughly 60-40 mix.