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.
When Will We Get Vanguard PE Products in 401(k) Plans?
By Ginger SzalaIt may be years away, but here's how the "retailization" of private equity could play out, according to a group of experts
September 17, 2020
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find OutOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 16, 2020
How to Invest in Today's Low-Rates-for-Longer Bond MarketBond strategists weigh in at Morningstar's all-virtual annual conference.
September 14, 2020
Morningstar's August Winners & LosersThe latest updated ratings affect funds from Vanguard, Fidelity and other asset managers.
September 11, 2020
Unpacking the Implications of the SEC's ETF RuleAlmost a year in, the rule has been a win for ETF investors, issuers and advisors.
September 10, 2020
Commonwealth Still Grappling With SEC Over 12b-1 FeesThe regulator wants more data about revenue sharing, as the firm seeks a protective order.
September 10, 2020
Northwestern Mutual Promotes Advisor Connections in New AdsThe TV ads will begin airing during the U.S. Open and the start of the NFL regular season.
September 09, 2020
ICI Applauds Bill to Rein In Lawsuits Over Fund Advisor FeesThe bill will help courts terminate "abusive lawsuits," according to the fund lobbying group.