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.
It's All About the Benjamins
By Thomas D. GiachettiA more aggressive stance by SEC examiners means advisors need to be prepared and able to respond to the questions below.
August 21, 2018
8 Best RIA-Sold 529 Plans: Savingforcollege.comThese are the best-performing 529 funds sold through RIAs based on the three-year performance composite rankings.
August 18, 2018
Druckenmiller Says Semi-Annual Reporting Would Be 'Challenging'The money manager suggested that Trump lead by example "and tweet every six months."
August 17, 2018
$1.5 Trillion in Corporate Cash Is Coming to AmericaBlackRock, JPMorgan Chase and Fidelity Investments are among asset managers racing to create new strategies for clients who want to repatriate funds.
August 17, 2018
How Fund Investors Use Sustainability RatingsA new Morningstar report shows that some sustainability ratings are more important than others to investors.
August 15, 2018
How Investors Choose Their Mutual Funds: ICI SurveyThey appear to favor lower fees more than the industry does.
August 14, 2018
Morningstar's Winning & Losing Funds for JulyMorningstar's research analysts assigned new ratings to six funds, as well as upgraded ratings for five funds and downgraded ratings for eight funds.
August 14, 2018
Global Fund Managers Pushing More Into U.S. Equities: MerrillInvestors, though, remain very worried about a trade war.