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.
Fidelity Launches Thematic Funds With Time-Based Fee Discounts
By Bernice NapachThe discounts grow over time and are available for investors who hold the funds for at least one year.
April 20, 2020
Fund Outflows in March Topped Outflows in October 2008Morningstar's latest fund flows report shows investors favored money market funds over all others.
April 17, 2020
Vanguard Abruptly Closes Treasury Money Market Fund to New InvestorsIt made the move to preempt further declines in the fund's yield.
April 09, 2020
BMO Equities Head: More Stimulus Urgently NeededErnesto Ramos tells ThinkAdvisor what he wants to see from the government and how he's repositioning the funds he manages.
April 09, 2020
Sustainable Funds Had a Record-Setting Q1: MorningstarSustainable funds kept adding money even as the coronavirus pandemic accelerated in March.
April 07, 2020
How Are Yield Curves and Recessions Related? Not How You Think: Recessionomics, Pt. 1In part 1 of this 3-part analysis of recessions, we will look at the yield curve prior to each of the past seven U.S. recessions--you may find the results surprising.
April 07, 2020
Target Date Funds Not Immune to COVID-19 Selloff: MorningstarBut they performed better than they did during 2008 financial crisis, the firm says.
April 03, 2020
Fed Helped Bond Market Stabilize: Penn Mutual AnalystMark Heppenstall has a chart showing liqudity pressure was climbing toward Great Recession levels.