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.
Bonds, Not Stocks, Are the Future for Active ETFs
By Bernice NapachThroughout this week's Inside ETFs conference the talk about actively managed funds almost always came back to fixed income funds.
January 25, 2017
4 Top Active Fund Managers of 2016: MorningstarThe research group names leaders in equity, international, fixed income and asset allocation based on performance and consistency.
January 23, 2017
Active Management Isn’t Dead, but It’s Evolving: Vanguard’s Tom RampullaThe managing director of Vanguard Financial Advisor Services makes the case for low-cost actively managed funds.
January 20, 2017
Trump Inaugural Speech Ignites Fear of Trade WarThe fears offset some of the pro-growth optimism that has already rallied stocks.
January 18, 2017
Schwab, TD Ameritrade Post Strong Q4 Earnings as New Accounts, Assets SoarAssets in proprietary Schwab ETFs rose more than 50% from last year to $62 billion.
January 13, 2017
Janus Advisor Guide: Beware of Correlations, and Other Investment TipsJanus Funds 2017 Wealth Advisors Guide identifies the intended and unintended risks of advisors asset allocations in their model portfolios.
January 12, 2017
UBS Hit With Second $18M Ruling Over Puerto Rican MunisThe ruling includes $4 million in punitive damages, while the prior award is being challenged in court.
January 12, 2017
Citi to Return $22.5M in Excess FeesThe reimbursement, ordered by the New York Attorney General, affects about 47,000 mutual fund clients.