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.
Buffett's 'Ridiculously Cheap' Call Echoes in Loopy Stocks
By Sarah PonczekSo-called Fed Model shows equities appealing relative to bonds; stocks fluctuate after worst period since start of the year.
May 06, 2019
Morningstar Launches a Single Platform for Multiple Model PortfoliosThe marketplace allows advisors to research third-party investment models on one integrated platform.
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.