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.
Schwab Faces Fresh Risks in the Zero-Fee Landscape It Shaped
By Annie Massa | Edward HarrisonZero-fee trading paved the way for its $26 billion purchase of TD Ameritrade, but also knocked out a sizable revenue stream.
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%.
April 05, 2023
Active Fund Managers Off to Lousy Start This YearJust one in three active funds topped its respective equity benchmark in the first quarter, according to Bank of America data.
April 05, 2023
The 10 Top Money Market Funds: Q1, 2023As investors look for higher yields, these funds have been attracting the most inflows over the past three months, Bloomberg data shows.
April 02, 2023
11 Tips for Helping Clients Worried About Their Cash: Advisors' AdviceAfter some recent bank failures, we asked a group of advisors for their top insights on how to best guide clients today.
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.