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.
Gundlach Tangles With Ex-Partners Over Value of DoubleLine Stakes
By Hema ParmarThe drawn-out litigation is one of several recent spats among mega alternative asset managers.
July 17, 2023
7 Issues That Can Complicate Tax-Loss HarvestingTax-loss harvesting can help soothe the tax bite of realized capital gains, but be careful.
July 14, 2023
Dimensional Seeks Tax-Friendly ETF Share Classes Pioneered by VanguardVanguard's patent on ETF share classes of mutual funds that reduce capital gains for investors expired in May.
July 13, 2023
MassMutual Adds an Annuity Cushion for the AnxiousThe company put a Cboe Vest buffer fund on the investment options menu.
July 13, 2023
S&P 500 on Track to Hit Record High Before Year-End: GoldmanAnd Ed Yardeni, an early cheerleader of this bull run with a year-end target of 4,600, says he may raise his forecast to 4,800.
July 12, 2023
15 of the Best Dividend Funds to Invest in Now: MorningstarThere are deals to be found as dividend stocks underperform the broader market, analysts say.
July 11, 2023
33 Undervalued Stocks for Q3: MorningstarThe stock market finished the second quarter up more than 8%, but there are still deals to be had.
July 11, 2023
Raymond James to Pay $13M Over High FeesThe firm agreed to pay $4.5 million in fines to state regulators and to return $8.25 million plus interest to clients.