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.
March 20, 2024
LPL Merges Two Investment Management ProgramsLPL's Strategic Asset Management program is no longer a wrap-fee program.
March 14, 2024
S&P Would Need to Rise 20% to Look Like '90s Bubble: SocGenThat suggests the stock market can continue its sharp advance despite brewing worries that it has run up too far.
March 12, 2024
4 'Reasonable' Choices, If You Must Own U.S. Stocks: GranthamThe contrast between market enthusiasm and global risks seems "extreme, illogical and dangerous," Grantham wrote in a recent note.
March 11, 2024
Fidelity Cuts About 700 JobsThis is the first headcount reduction in seven years for the Boston-based asset manager.
March 08, 2024
Commonwealth Still Fighting $111.5M SEC Suit Over Mutual Fund FeesThe firm hopes to limit the damages it must pay to between $5 million and $24 million.
March 04, 2024
BofA Raises S&P 500 Target"Bull markets end with euphoria — we're not there yet," Savita Subramanian writes.
February 29, 2024
Vanguard CEO to Step Down by Year-EndAlso, Chief Investment Officer Greg Davis has been appointed to the additional role of president, effective immediately.
February 26, 2024
How to Explain 11 Financial Planning Terms to ClientsThese terms may be plain as day to you, but don't assume your clients feel the same.
February 23, 2024
This Annuity Can Take On Mutual Funds: F&G's Chris BluntThe executive believes they will compete hard for the funds' $1 trillion in assets.
February 22, 2024
12 Worst Cities for Financial DistressMany Americans are experiencing money woes, including credit accounts in forbearance or with their payments deferred.