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.
Tactical Funds Fumbling Their Chance to Shine This Year: Morningstar
By Dinah Wisenberg Brin"I see no reason to invest in such funds," Morningstar's John Rekenthaler wrote.
July 18, 2022
Morgan Stanley, Goldman Say Stocks Have Yet to Find a BottomAlso, JPMorgan strategists say that markets could experience more challenging earnings-related news over the summer.
July 14, 2022
Here's How Much Poorly Timed Trades Cost Fund Investors: MorningstarBuying and holding or making regular investments should help investors narrow the gap, Morningstar says.
July 12, 2022
Record-Low Fund Fees Saved Investors $6.9B Last Year: MorningstarU.S. funds' asset-weighted average expense ratio fell to 0.40% in 2021, less than half of what it was in 2001.
July 11, 2022
Bill Gross Favors T-Bills Over Stocks, Bonds as Recession Looms Large"Be patient. 12-month Treasuries at 2.7% are better than your money market fund and almost all other alternatives," he wrote in his latest blog.
July 11, 2022
Investors Should Think Risk Factors, Not Asset ClassesThe markets likely will keep oscillating between concerns over interest rates and credit risks before key economic and policy issues are resolved.
July 06, 2022
Vanguard to Pay $6.25M Over TDF Tax Bills in MassachusettsA massive cut to investment minimums for institutional shares left small investors with a huge tax liability.
June 30, 2022
S&P 500's Worst First Half Since 1970 Won't Tell You Much About the Second HalfSince 1957, when it had a negative first half, the index experienced a negative second half about half the time, says Anu Ganti of S&P Dow Jones.