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.
SEC Should Nix Fund-Names Rule: ICI's Pan
By Melanie WaddellThe rule would mean the SEC would second-guess how investment professionals choose investments, ICI says.
August 05, 2022
Pimco Clients Pull $29B as Rate Hikes Hit Bond Funds"Pimco is in the eye of the Fed hike storm and will likely be a much smaller company when all is said and done," said Bloomberg's Eric Balchunas.
August 04, 2022
Reg BI Will Be Defined Case by Case, Cetera's Chief Legal Officer Says: SEC RoundupThe SEC "intends to enforce Reg BI however they define it," says Lisa Gok.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.
August 02, 2022
Citigroup, Genworth Face Lawsuits Over BlackRock TDFs in Their 401(k)sRetirement plan participants have sued at least six companies since Friday over the "underperforming" target date funds.
August 01, 2022
Study Examines Who Wants Advice Within Retirement PlansRetirement savers using online tools were more likely to seek advice; those in TDFs were less likely.
August 01, 2022
Income Obsession Sweeps Across Asset Classes as Stocks SwerveIn the $6.6 trillion ETF arena, three dividend-focused funds rank among the top 10 in terms of equity inflows so this year, Bloomberg reports.
July 29, 2022
El-Erian, Crescenzi Explain Why Investors Are Betting on the Fed"The market is looking for a pivot ... when the only reason you would get it is [if] the economy collapses," said economist Mohamed El-Erian.