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.
10-Year Yields to Average 4.75% in Coming Decade: Summers
By Christopher AnsteyThis week, 10-year U.S. Treasury yields approached levels reached in October, when they hit the highest figure since 2007.
August 14, 2023
UBS to Pay $1.44B to Settle DOJ Mortgage-Bond CaseThe bank was accused of "knowingly and repeatedly" making false and fraudulent statements about the loans backing the securities.
August 14, 2023
Wall Street Hates Saying 'ESG' But Is Hardwiring It Into FinanceThe finance industry is now grappling with a second year of attacks on ESG by key Republicans and state attorneys general.
August 14, 2023
Schwab Says TD Ameritrade Deal Leading to Retail, Advisory AttritionThe firm has stepped back from some custodial relationships with institutional clients, CFO Peter Crawford said Monday.
August 11, 2023
12 States Where Happiness Comes Cheapest: SurveyResidents in many of these states are already earning more than they think they need to be happy.
August 09, 2023
Fee-Only Advisors Driving a Rush Into Cheap Funds: MorningstarInvestors saved about $9.8 billion in fees for open-end mutual funds and ETFs last year.
August 09, 2023
10 Dividend-Growth Stocks to Buy Now: MorningstarThese stocks, currently trading at a discount, have a lot going for them, according to analysts.
August 07, 2023
Goldman, JPMorgan Say Buy Treasurys After Last Week's SelloffThe ratings move contained "no new information," some strategists said.