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.
Goldman Says U.S. Bondholders Risk a $1.1 Trillion Hit if Rates Spike
By Sid VermaA 1% increase in interest rates could inflict such a mega loss in the Bloomberg Barclays U.S. Aggregate Index, according to Goldman analysts.
October 13, 2016
SEC Imposes ‘Sweeping’ Liquidity Rules for Mutual Funds, ETFsIn what Mary Jo White called a transformative change, funds will need to report to the Commission on their holdings.
October 10, 2016
Sizing Up Where Clinton & Trump Invest Their MoneyLooking at the candidates personal portfolios based on financial disclosures filed with the Federal Election Commission.
October 09, 2016
Energy Stocks: Still Room to Run?One asset manager shares his views on price volatility in oil and why that means opportunity for investors.
October 07, 2016
Goldman Sees 'Buying Opportunity' if Gold's Slump Gets WorseA big price decline below $1,250 an ounce would signal a "buy" for gold if "downside risks to global growth remain," says Goldman.
October 07, 2016
Has Fiduciary Rule Sparked Price War Among ETF Providers?The moves by BlackRock and Schwab to slash fees on index ETFs could be the beginning of a price war, says Morningstars Ellenbogen.
October 05, 2016
Investor Optimism Highest Since '07 but More Hold Cash: Wells FargoDespite high optimism, investors are moving more money into cash and CDsone of several perplexing findings in a survey by Wells Fargo and Gallup.
October 04, 2016
Janus-Henderson Merger May Not Slow Firms' OutflowsOne analyst says the deal brings both sides added distribution capabilities in untapped global markets, but its unclear whether outflows can be stopped.