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 and Citigroup Divided on Whether Bond Rout Will Persist
By Anooja Debnath, Paul Armstrong, BloombergGarzarelli of Goldman sees Treasury yields at 2% by early 2017; Aviva, Aberdeen join Citigroup in seeing no extended losses.
September 06, 2016
Morningstar Names Kapoor as CEO, and DOL Fiduciary Rule Is on His MindMorningstars board of directors appointed Kunal Kapoor, the current president of the Chicago-based research firm, as its new CEO.
September 06, 2016
Dividend Aristocrats Outperform S&P 500 With Less Volatility: ReportThis index of 50 stocks has consistently outperformed the S&P 500 while exhibiting lower volatility.
September 06, 2016
The Rise of Factor-Based Investing, aka Smart Beta, Finds FavorAs the launching of strategic beta ETFs reaches a record pace, Morningstar's conference explores the increasing popularity of factor investing among advisors and their clients.
September 02, 2016
Gross Says September Rate Hike a Go; PIMCO Warns Not So FastLabor data wont push Fed to move this month, says PIMCOs Mather, as El-Erian explains jobs report puts Fed in really tricky position.
September 02, 2016
Top Portfolio Products: State Street Changes SPDR Lineup, Rebalances IndexAlso, the first Islamic fixed income fund in the U.S. passed the $100 million threshold in August, says Azzad Asset Management.
September 01, 2016
Chevron 401(k) Case DismissedA case against the fiduciaries of Chevron's 401(k) plan was dismissed. Is this a harbinger for other pending 401(k) lawsuits?
September 01, 2016
Third-Party Advisor Exam Rule May Come Before Election: Ex-SEC OfficialEnhanced liquidity risk measures for mutual funds may also be in the offing, former SEC Investment Management head Norm Champ says.