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.
Senators Release Final Text of EARN Act Retirement Bill
By Melanie WaddellThe bill will be part of the Senate's Secure 2.0 package, which must be reconciled with the House version.
September 02, 2022
Bonds Tumble Into Their First Bear Market in a GenerationSo far this year, the classic 60/40 portfolio is down 15%, on track for its worst yearly performance since 2008.
August 31, 2022
Morningstar to Merge 2 Rating SystemsThe firm is combining its forward-looking managed investment ratings to create the Morningstar Medalist Rating.
August 26, 2022
SEC Loophole Lets Funds Mislead Investors on Performance: StudySome funds change their benchmark indexes to "manipulate the benchmark-adjusted performance they present to investors," researchers found.
August 26, 2022
Stocks Wipe Out Pre-Powell Rally on Hawkish ToneThe S&P 500 erased the rally notched in the previous session, while the tech-heavy Nasdaq 100 tumbled about 3%.
August 24, 2022
6 Investment Picks for Taxable AccountsTax bracket is important to consider when locating assets, said Morningstar's Christine Benz.
August 18, 2022
7 Undervalued Stocks for 2022: MorningstarGrowth stocks are up 18% since the June 16 bear-market low, six percentage points ahead of the broader market.
August 18, 2022
Vanguard: Avoid $20 Fee With $1M in Assets, E-DeliveryClients with assets under $1 million can have the fee waived if they elect to receive paperwork electronically.