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.
Investing in ESG, SRI or Impact Funds? Do You Know the Difference?
By Bernice NapachDemand for investments that have a social dimension beyond profits is growing, but do advisors understand all the different labels?
November 02, 2016
Merrill Kills Mutual Fund Sales in IRAs; DOL Rule Sparks MoveThe wirehouse says it is making the move to get ahead of the April 2017 DOL fiduciary deadline.
November 02, 2016
Pensions, Endowments Reap Best Quarterly Returns Since 2014Larger funds posted a 3.7% median gain, Wilshire says; global equities boosted performance in first quarter.
November 02, 2016
Top Portfolio Products: Envestnet Introduces Climate Change, ESG and Gender Lens ProductsSSGA also expands ESG products with two ETFs that help investors divest from companies owning fossil fuel reserves.
November 01, 2016
T. Rowe Chair and CIO Rogers to Give Up Investment Role to 6 ExecsBrian Rogers will remain with the fund group as a non-executive chairman, but will pass the investing baton to others on March 31.
November 01, 2016
Election Guide to Markets: 5 Areas to Watch After Results Come InSeveral analysts predict a stock market nosedive if Trump wins and potential losses in pharma and financial stocks if Clinton prevails.
October 31, 2016
Banks Amass $2.4T Hoard of Bonds as BofA Leads RushBanks are buying and holding more U.S. government bonds while they're simultaneously limiting lending.
October 28, 2016
Economic Growth Speeds Up on Inventory, Export Boost in Q3U.S. GDP surged 2.9% in the third quarter, the biggest jump in two years and above expectations.