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.
T. Rowe Price Launches Retirement Income 2020 Fund: Portfolio Products
By Emily ZulzAlso, AssetMark adds a free tool for advisors to assess the value of their businesses, plus new ETFs from Goldman Sachs and U.S. Global.
June 30, 2017
4 Trends to Keep an Eye on in the Muni MarketRobert Wimmel, head of municipal fixed income at BMO, says to ignore the daily noise.
June 30, 2017
GMO's Grantham: Higher Stock Prices Aren't PermanentThe onetime "perma-bear" expects 2.7% real returns for the S&P 500 over the next 20 years.
June 30, 2017
Mutual Fund Flows Beat ETFs in June: CerulliHalf of advisors plan to increase their use of fixed income ETFs, according to Cerulli.
June 29, 2017
Nuveen Sees Rising Demand for Closed-End FundsNuveen's Anne Kritzmire explains why closed-end funds are beneficial to retirees seeking income.
June 28, 2017
Beauty Is in the Eye of the Discloser: Suggestions for CFP Board’s New StandardsWhile most reviewers are applauding the proposals, one point that astute observers make is that they take a rather soft stand on conflicts of interest.
June 28, 2017
Passive Investing May Be Nearing 'Dangerous' Levels: Portfolio ManagerLarry Pitkowsky of GoodHaven Capital Management explains how to best position a portfolio to differentiate yourself from the index.
June 27, 2017
Not All Active Managers Are Poor PerformersIts more important now than ever to understand how to distinguish truly active, high-performing funds from low-performing closet indexers.