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.
November 17, 2023
Bad Timing Drained Returns for Thematic Fund Investors: MorningstarThe largest return shortfalls occurred in highly targeted funds that "posted eye-catching performance," said the reseach firm.
November 13, 2023
Fidelity Launches 6 New Active Stock ETFsThe six ETFs result from Fidelity converting its actively managed Enhanced Index mutual fund suite.
November 10, 2023
S&P 500 Tops 4,400 as Stock Rally Powers AheadThe gauge climbed over 1% Friday and was on track for a seven-week high.
November 08, 2023
Baird to Pay $519K Over Excessive Mutual Fund Sales ChargesCustomers didn't receive sales charge waivers and fee rebates to which they were entitled.
November 08, 2023
20 Popular Funds That Could Sock Clients With Hefty Tax BillsHeavy outflows from some mutual funds led to selling of shares and large expected capital gains for 2023.
November 03, 2023
How Adding Riskier Assets Can Lower Portfolio RiskAdvisor David Scranton's approach for clients includes higher-dividend equity strategies and bond-like investments.
November 02, 2023
Vanguard Launches Global Dividend Growth FundThe investment product seeks to provide a growing income stream and long-term capital appreciation in international stocks.
November 01, 2023
10 Good Stocks That Are Cheap Right Now: MorningstarAnalysts consider these firms to have predictable cash flows and a smart capital-allocation history.
November 01, 2023
Fed Holds Rates at 22-Year HighPowell indicated policymakers may raise rates next month but also could be done with their tightening campaign.
October 30, 2023
New York, New Jersey Muni-Bond Buyers Reap Net Yields Near 10%In states like California and Texas, investors in the top tax bracket can reap yields ranging from 8% to 10%.