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.

Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess Fees

December 20, 2024

Edward Jones, Cambridge and Osaic to Pay Clients $8.2M Over Excess Fees
E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy

December 17, 2024

E-Trade Plans Zero-Cost Funds That Only Platform Clients Can Buy
Vanguard Shuffling Stock and Bond Allocations in Balanced STAR Fund

December 06, 2024

Vanguard Shuffling Stock and Bond Allocations in Balanced STAR Fund
Morningstar's Rekenthaler Retires; Praises 'Miracle' of Stocks

December 05, 2024

Morningstar's Rekenthaler Retires; Praises 'Miracle' of Stocks
Leech Shunted $600M to Favored Portfolios: SEC, DOJ

November 26, 2024

Leech Shunted $600M to Favored Portfolios: SEC, DOJ
Vanguard to Pay $40M in Target-Date Sell-Off Case

November 07, 2024

Vanguard to Pay $40M in Target-Date Sell-Off Case
BlackRock Seeks to Offer Vanguard-Style ETF Shares in Mutual Funds

November 04, 2024

BlackRock Seeks to Offer Vanguard-Style ETF Shares in Mutual Funds
Fidelity Sued Over Money Market Fund Fees

October 30, 2024

Fidelity Sued Over Money Market Fund Fees
Vanguard to Close Legacy Mutual Fund Platform by End of 2025

October 25, 2024

Vanguard to Close Legacy Mutual Fund Platform by End of 2025
Fidelity, Russell and SEI Quizzed by DOJ as Ken Leech Probe Ramps Up

October 18, 2024

Fidelity, Russell and SEI Quizzed by DOJ as Ken Leech Probe Ramps Up