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.
Could FSPs Be Emotional Rescue for Advisors?
By Ginger SzalaSelf-directed advisor models may perform close to more standardized fund strategist portfolios, but the rub, as they say, is risk.
February 21, 2019
Active Beat Passive in Asset Flows in January: MorningstarBut the beat was slight, and flows overall were light compared to January 2018 and 2017.
February 16, 2019
Gary Shilling: 5 Warning Signs Deflation Is ComingThe economist and asset manager says the slowing global economy is heading toward a period of deflation and likely recession.
February 14, 2019
ESG Funds Outperform in Growth and Returns in 2018: MorningstarThe number of ESG funds grew by 50%, while money gushed in.
February 14, 2019
SEC Risk Alert Highlights Transfer Agent SnafusOCIE exams of transfer agents that also served as paying agents found significant deficiencies.
February 12, 2019
El-Erian Says America First Is the 'Obvious' Trade in StocksMohamed El-Erian of Allianz says poor political and fiscal management in Europe means weaker growth prospects.
February 12, 2019
More Active ETFs Are Coming to MarketBut like any new fund, price will be key to their reception, according to a panel at Inside ETFs.
February 11, 2019
Vanguard CIO: Another Rate Hike, Then a 'Permanent Pause'After a June hike, Vanguard's forecast is pricing in a rate pause by the Fed.