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.
GMO Gives Long-Term View of Best Investments
By Ginger SzalaGMO's 7-year forecast sees some stumbling markets ahead, and one bright spot to invest.
November 05, 2018
Goldman Forecasts 5% Gain for S&P 500 in 2019The forecast is about three times what the index has gained ytd following the October rout.
November 02, 2018
Social Responsibility No Longer a 'Niche'The US SIF found that 26% of all U.S. assets managed by professionals are ESG-linked, a huge increase from 2016.
November 02, 2018
Retail Channels Gobbling Up Bigger Share of AssetsCerulli credits IRA rollovers for an ongoing migration of assets from institutional to retail channels.
November 01, 2018
Better Bond Market Expected Next Year: Schwab's Kathy JonesThe poor performance by the bond market this year could turn around in 2019, says Kathy Jones, chief fixed income strategist at Charles Schwab.
"Inflation…
November 01, 2018
Vanguard CEO to Become Chairman on Jan. 1Tim Buckley will succeed Bill McNabb, becoming the fourth chairman of the investment firm in its 43-year history.
October 31, 2018
How Independent Advisors Invest Client Assets: Schwab StudyThey favor low-cost core holdings in ETFs and mutual funds, according to a new Schwab study.
October 26, 2018
Mutual Fund Fees to Fall Nearly 20% by 2025: PwCAUM will continue to rise, the consultancy reports.