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.
Franklin Templeton to Buy Lexington Partners for $1.75B
By Silla BrushThe firm wants to expand into private equity as its actively managed funds business struggles.
October 22, 2021
Kitces: Schwab 'Declaring War on Funds' With Direct Indexing PlatformMichael Kitces' remark touched off a debate among advisors on the pros and cons of direct indexing.
October 19, 2021
What the First Bitcoin Futures ETF Means for AdvisorsBITO paves the way for more ETFs based on Bitcoin futures but not ETFs that hold actual Bitcoin, say analysts.
October 15, 2021
BlackRock Launches iShares Core Bond ETFBlackRock is the latest among a growing number of asset managers to bring to market a core bond fund this year.
October 13, 2021
Bill Gross Says Bond Market 'No Disaster,' Sees 10-Year Yield at 2%Even if bonds are likely to suffer losses, they still have a role to play in portfolios given the economic uncertainties, the PIMCO co-founder says.
October 12, 2021
Vanguard Taking Orders for New Core-Plus Bond FundThe fund will be the firm's first actively managed mutual fund to launch this year.
October 08, 2021
ICI Names New York Life Exec as ChairYie-Hsin Hung says she wants to lead the industry on ESG, diversity and inclusion and fintech.
October 04, 2021
Most Active Funds Trailed Benchmarks in Q3: BofAThe share of active funds outperforming year-to-date is less than half, but still higher than from 2018-2020, the bank reports.