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.
Fidelity Launches Active Muni Bond Fund
By Dinah Wisenberg BrinThe new fund includes investment-grade and non-investment-grade municipal bond exposure.
February 16, 2023
Ron Surz's Big Bond Market Short"There are ways to make money on bad things," the Target Date Solutions president tells ThinkAdvisor.
February 14, 2023
10 Best Bond Index Funds for 2023: MorningstarSome of these funds would make great anchors for the bond portion of a portfolio, Susan Dziubinski writes.
February 14, 2023
Vanguard to Merge 2 Funds, Liquidate AnotherThe liquidation may have tax consequences for certain investors, Vanguard said.
February 13, 2023
Wall Street's Mutual Fund-to-ETF Magic Trick Is Failing to Wow"Just because you convert doesn't mean the flows are going to come in," said Bloomberg's Eric Balchunas.
February 13, 2023
Advisors Call Out Needless Complexity in New Clients' PortfoliosAdvisors like Rick Ferri say new clients come to them with too many securities and needlessly risky investments.
February 10, 2023
Bond Ladders vs. Bond Funds: Which Are Best for Portfolios?Both options are popular ways to add bonds to a portfolio, but what are their pros and cons?
February 09, 2023
Vanguard's One-of-a-Kind Fund Design Is About to Get Some CompetitionAnother asset manager makes a move as Vanguard's patent on an important ETF innovation is set to expire.