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.
Buy Stocks. Do Nothing. Profit.
By Dinah Wisenberg BrinThis approach beat the S&P 500 over decades on a risk-adjusted basis, Morningstar research finds.
April 17, 2023
Bob Doll Checks In on His 10 Predictions for 2023It's too soon to call whether six of the forecaster's 10 predictions for 2023 are on track.
April 17, 2023
BlackRock Cuts Larry Fink's Pay 30%Five executives leading the asset manager saw their compensation reduced by at least 27% in 2022, according to a filing.
April 14, 2023
Schwab Faces Fresh Risks in the Zero-Fee Landscape It ShapedZero-fee trading paved the way for its $26 billion purchase of TD Ameritrade, but also knocked out a sizable revenue stream.
April 14, 2023
Schwab's Top Investor Exits $1.4B Stake: ReportSchwab shares have lost nearly a third of their value since March 8, with some analysts expecting its earnings to suffer.
April 13, 2023
Capital Group to Launch 3 More Active ETFsThe parent company of American Funds says the ETFs are the first of several new strategies, with more set to launch in the fall.
April 13, 2023
Just 2 Weeks Left to Secure 6.9% I Bond Interest RateAdvisors debate whether clients should invest in them now, given options like certificates of deposit and other securities.
April 11, 2023
33 Stocks That Are Cheap Now: MorningstarAfter a rough first quarter, the median stock is trading at about a 10% discount, with some as high as 30%.