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.
Self-Directed 401(k) Balances Surge in Q2: Schwab
By Michael S. Fischer401(k) brokerage accounts that were advised had higher average balances than those that weren't, Schwab reported.
August 25, 2021
Bloomberg Barclays Bond Indexes Are RebrandedThe indexes are the foundation or benchmark for hundreds, if not thousands, of mutual funds and ETFs.
August 24, 2021
Capital Group Yields to ETF Craze With Slate of Actively Managed FundsThe Los Angeles-based firm will release six exchange-traded funds covering strategies ranging from value to growth.
August 23, 2021
Stock Funds Bled Assets for First Time Since January: MorningstarVanguard continued to attract money, while active managers T. Rowe Price and Franklin Templeton suffered big net outflows.
August 23, 2021
5 of the Biggest Fund Upgrades in 2021: MorningstarMorningstar's Russel Kinnel says ratings upgrades tend to be the result of subtle accumulation of favorable discoveries.
August 16, 2021
Direct Indexing to Grow Faster Than ETFs, Mutual Funds: CerulliCerulli is forecasting a 11.4% annual growth rate over the next five years vs. 11.3% for ETFs and 3.3% for mutual funds.
August 16, 2021
Target Date Funds Desperately Need a RethinkHow might we design glide paths today to manage sequence of return risk and longevity risk?
August 11, 2021
JPMorgan to Convert $10B in Mutual Funds to ETFsThe move follows Dimensional Fund Advisors' June conversion of $29 billion in mutual funds to four active equity ETFs.