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.
My Personal Fund Screening Process
By Mike PattonUsing the Fiduciary Scorecard that I created helps me screen in the best mutual funds and ETFs for client portfolios.
July 29, 2016
Third Avenue Said to Consider Sale of Credit Fund After TurmoilThe Focused Credit Fund halted redemptions in December and spurred a selloff in the high-yield market.
July 28, 2016
Why Some New Funds Soar and Others Flop: MorningstarA new Morningstar study on new mutual funds and ETFs teases out the factors that correlate with higher returns and flows three years later.
July 28, 2016
DOL, SEC Fee Scrutiny Sparks Shift to Passive InvestingUse of passively managed funds and ETFs at indie BDs and wirehouses will continue to accelerate, says Broadridge.
July 28, 2016
Fiduciary Duty, Mutual Funds and 401(k)s: Will Asset Management Firms Kowtow on Fees?The New York Life employees' lawsuit over the expenses of index funds in their 401(k) plan has broader implications for the asset management business.
July 27, 2016
BlackRock Cuts 5-Year Return Assumptions Again for Most Asset ClassesChief Strategist Richard Turnill cites falling yields and slower global growth expectations for capital markets' bearish outlook.
July 26, 2016
State Street to Pay $382M Over Hidden Markups in Foreign Currency TradesState Street set prices driven by predetermined markups and made no effort to obtain the best prices for clients, regulators say.
July 26, 2016
Asset Managers Gobble Up Smart Beta FirmsThese acquisitions provide another revenue source for acquiring asset managers, and their growing popularity could ultimately result in lower fees.