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.
Active Fund Managers Off to Lousy Start This Year
By Lu WangJust one in three active funds topped its respective equity benchmark in the first quarter, according to Bank of America data.
March 28, 2023
12 Best Target Date Funds for 2023 and Beyond: MorningstarFees play a significant role in investors' choice of TDF series, according to the research firm's latest analysis.
March 23, 2023
Vanguard Dividend Growth Fund Manager to Step DownThe $52 billion fund's investment objective, strategies and policies will not change, according to the fund giant.
March 15, 2023
How BDs Can Respond to Shifting Advisor Preferences: CerulliThe company says that asset managers must make available portfolio elements that appeal to advisors' needs for flexibility.
March 09, 2023
Passive Funds Beat Active at Peak of COVID Crisis, Research FindsThe finding by a University of Chicago professor contradicts the idea that active management does better in rocky markets.
March 09, 2023
Vanguard Launches Short-Term Tax-Exempt Bond Index ETFThe fund is intended for tax-sensitive investors with a short time horizon and low interest-rate risk tolerance.
March 01, 2023
Active Funds Failed to Beat Passive Peers in 2022: MorningstarThe year challenged the notion that active funds navigate difficult markets better than their passive counterparts, Morningstar says.
February 23, 2023
Kestra Launches 2 New Model Portfolio SeriesThe models include an addition to the firm's core lineup and a satellite series.