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.
Mutual Fund, ETF Fund Flows Rebound in October: Morningstar
By Michael S. FischerSome $84 billion flowed into these funds and ETFs in October, up from $53 billion in September, the firm found.
November 01, 2021
Franklin Templeton to Buy Lexington Partners for $1.75BThe firm wants to expand into private equity as its actively managed funds business struggles.
October 28, 2021
NYLife Securities to Pay $263K Over Mutual Fund SwitchesTen clients paid unnecessary front-end sales charges for mutual funds due to the firm's supervisory failures, FINRA says.
October 28, 2021
T. Rowe Price to Buy Debt-Investment Firm for $4.2BThe fund firm has agreed to acquire Oak Hill Advisors to expand into private debt investing.
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.