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.
Meet the 2022 Asset Managers of the Year
By Ginger SzalaThis year's winners were selected from thousands of managers on the Envestnet platform by Envestnet | PMC and ThinkAdvisor.
May 05, 2022
Orion Adds Behavioral Finance to Financial Planning Platform: Tech RoundupAlso, Envestnet enhances its financial wellness ecosystem with new tech updates.
May 03, 2022
Sustainable Fund Inflows Fell Sharply in Q1: MorningstarFlows into the broader market declined even more.
May 02, 2022
Few Retirees Leave Workforce Gradually: EBRIThe realities of retirement are often different than workers expect, EBRI's long-running retirement survey finds.
May 02, 2022
The Ideal Portfolio to Survive a Bear MarketHere are seven things investors should consider as the bear market deepens.
May 02, 2022
Vanguard, Capital Group Cut Fund FeesVanguard lowers the expense ratios on four bond ETFs, while Capital Group reduces fees on 18 funds.
April 28, 2022
Why RIA Advisors Are Better Fund Pickers Than BD Reps: StudyDual registrants act more like BD advisors when selecting funds, mainly basing decisions on past performance, David Blanchett says.
April 27, 2022
RIA Busted in SEC 12b-1 Wrap Fee CrackdownHighPoint Advisors recommended no-transaction-fee shares that actually cost clients more, the SEC says.