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.
8 New Stats on How Retirement Savers Have Fared in Rocky Markets
By John ManganaroAverage IRA balances are down nearly 25% from a year ago, Fidelity found.
November 04, 2022
Baron Capital's Billionaire CEO: 'This Is a Great Time to Invest'"If I had more money to invest, I would invest it," Ron Baron said.
November 04, 2022
How This Year's Painful Losses Can Help Your Client's Tax SituationRic Edelman talks to BlackRock's Michael Lane about what he calls the best tax-loss harvesting opportunity in 50 years.
November 03, 2022
14 Best 529 College Savings Plans: Morningstar, 2022Just two plans earned Morningstar's highest rating, one of which has held its position for the past decade.
October 28, 2022
Recession-Proofing Your Clients' Retirement PortfoliosAdvance planning is the only real way to mitigate the pain of a market downturn and recession for retirees.
October 28, 2022
SEC Votes to Make Funds, ETFs Simplify Their Fee DisclosuresA new final rule standardizes the presentation of fees and expenses and encourages the use of graphics.
October 27, 2022
How to Tell When Personalized Indexing Makes Sense: Vanguard"Direct indexing can help boost after-tax alpha for some, but not all, investors," according to the asset manager.
October 25, 2022
Janus 401(k) Plan Loaded With Subpar Proprietary Funds, Suit ClaimsThe Janus Henderson Funds also "charged higher fees relative to nonproprietary alternatives," the suit states.