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 Cuts Target Date Fund Fees as Competition Heats Up
By Charles SteinIn addition to cutting fees on target date funds, Fidelity is adding long-term Treasuries and TIPS as investment options.
June 11, 2018
SEC 12b-1 Fee Self-Reporting Deadline Hits TuesdayThe share-class conflicts will remain a priority for examiners over the next year or two, a Drinker Biddle & Reath partner says.
June 11, 2018
FANG Mania Could Come Back to Bite InvestorsDisney and Netflix have similar market caps. Which valuation is more anchored in reality?
June 08, 2018
Are Low-Cost Mutual Funds Now Competitive With ETFs?Pershing reports that advisor assets on its platform favored low-cost mutual funds over ETFs in the first quarter.
June 06, 2018
Single Target-Date Fund Investment by 401(k) Participants Surges: VanguardAdoption of auto-enrollment has led to a big increase in TDF use, Vanguard says.
June 05, 2018
Advisors, Don't Waste Your Time on Manager Selection: Research AffiliatesResearch Affiliates is warning advisors that past is not prologue.
June 05, 2018
SEC Adopts Fund E-Delivery Rule, Seeks Comment on Updating Fund DisclosuresThe new rule, SEC chief Clayton said, "significantly modernizes delivery options for fund information."
June 05, 2018
Want to Be a 401(k) Superhero to Your Small-Business Clients?Even the "father of 401(k)s" says the business has gotten too complex. He and others say they have found better small-business solutions.