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's Gensler Taps Law Professor for Key Post
By Melanie WaddellWilliam Birdthistle, a professor at Chicago-Kent College of Law, has been hired as director of the Division of Investment Management.
December 21, 2021
Into the Unknown: Rethinking Return Assumptions for Financial PlansNeither historical long-term average returns nor the shorter-term assumptions of asset managers are ideal guides for today's investors.
December 21, 2021
Ex-OppenheimerFunds Analyst Pleads Guilty to Securities FraudThe New York funds analyst had been accused of misappropriating confidential info on pending trades by his employer.
December 16, 2021
Schwab to Give RIAs Access to T. Rowe Price Active Mutual Funds Without FeesAbout 120 institutional no-transaction-fee funds from T. Rowe will be available in February.
December 16, 2021
10 Merriest Retirement Facts: 2021We asked Michael Finke, Marcia Mantell and Mary Johnson their thoughts on this year's good news for retirees.
December 15, 2021
Fed Doubles Taper, Signals Three 2022 Hikes in Inflation PivotThe faster pullback puts Fed Chair Jerome Powell in position to raise rates earlier than previously expected to counter price pressures if necessary.
December 14, 2021
This Ain't John Bogle's Vanguard: Morningstar's RekenthalerThe columnist criticizes the fund giant's Personal Advisor Services for its exclusive funds and private equity plans.
December 14, 2021
What Are Investors' Biggest Worries Today?Bank of America research breaks down their main concerns and how these fears are impacting asset allocation in late 2021.