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.
U.S. Yield Curve Flattest Since August 2007 as Long Bonds Soar
By Brian ChappattaThis is the gap between the 5-year and 30-year Treasury; the spread between the 2-year and 10-year has also shrunk.
June 27, 2018
New DOL Bulletin Muddies ESG WatersA recent interpretation explains that fiduciary responsibility should take precedence over ESG policies.
June 27, 2018
International/Global and Impact Asset Managers of the YearThe International/Global Winner WCM Investment Management and Impact Winner ClearBridge Investments review what helped make 2017 a success for their portfolios.
June 27, 2018
Asset Manager Awards 2018: Poised for PerformanceFrom its universe of over 2,800 strategies, the Envestnet | PMC team drills down to a group of about 600 portfolios to uncover a small group of gems. Read on for how these asset managers produce consistent results for investors.
June 27, 2018
Behind the Scenes at the Asset Manager of the Year AwardsWho won the Asset Managers of the Year coverage and more.
June 27, 2018
Winning Fixed Income and Strategist Asset ManagersFixed Income Asset Manager of the Year GW&K Investments and Strategist and Overall Winner of the Year Horizon Investments tell how they produced stellar returns in 2017.
June 27, 2018
Asset Managers of the Year for Large-Cap StrategiesLarge-Cap Asset Managers of Year Wakefield Asset Management and Dana Investment Advisors discuss how their portfolios are consistently successful.
June 27, 2018
Small and Mid-Cap Asset Managers of the YearSmall-/Mid-Cap Asset Managers of the Year Kayne Anderson Rudnick and Baird Equity Asset Management reveal what strategies work best for outperformance.