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.
Fidelity Plans Latest Mutual Fund-to-ETF Flip
By Amanda AlbrightThe two municipal bond funds are expected to be converted next year, according to two separate regulatory filings.
September 24, 2024
Fidelity Says Advisors' ETF Use Rose Sharply This Year. Here's Why.Growth in active ETFs is helping drive a shift toward greater ETF use overall, Fidelity found.
September 16, 2024
Firm Violated Reg BI With Class A Mutual Fund Switches: FINRASecurities Research Inc. of Florida must pay more than $100,000 for not supervising a rep's short-term switches.
September 12, 2024
AssetMark Adds Morningstar Wealth as Third-Party StrategistThis launch will enable financial advisors working with AssetMark to access a range of model portfolios and SMAs.
August 28, 2024
SEC Retreats From 'Swing Pricing' Mandate for Mutual Funds After Stiff OppositionThe plan would have imposed swing pricing during periods of high redemptions, making it costlier for investors.
August 23, 2024
Western Asset's Leech Leaves CIO Role Amid SEC, DOJ ProbesRegulators are looking into if some clients were favored over others in the allocation of gains and losses from derivatives trades.
August 21, 2024
How to Help Clients Navigate Bonds Before Rate CutsAs bond values rise, advisors should consider the tax impact of any sales, which often are best done within IRAs or 401(k) plans.
August 20, 2024
Why There's a 15% Gap Between Investor and Fund ReturnsPoorly timed investor moves aimed at timing market highs and lows weren't the only factor, Morningstar said.