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.
Investors Fled to Bonds in February: Morningstar
By Ginger SzalaThe stock market started its dive in late February. Here's where the money went.
March 16, 2020
SEC, Nasdaq Chiefs Say Markets Can Handle Volatility, Should Stay OpenThe markets are functioning well, SEC Chairman Jay Clayton says. But strategist Jim Bianco says failure to act could mean bigger disruptions later.
March 12, 2020
Envestnet Is Bullish on Its Model Portfolios Amid VolatilityThe clients calling their advisors are mostly the ones not using models, Chief Investment Strategist Tim Clift tells ThinkAdvisor.
March 09, 2020
Fidelity Introduces Funds Targeting HSAs: Portfolio ProductsAlso, InvestCloud introduces a new digital platform for RIAs and TAMPs.
March 06, 2020
Many Retirement Savers Have a Big Problem With Target Date Funds: SurveyThey want more focus on risk tolerance, not just time horizon, Invesco reports.
March 05, 2020
Half of Active U.S. Stock Funds Beat Their Passive Rivals in 2019Morningstar reports that small-cap funds enjoyed the biggest one-year rebound.
March 05, 2020
SEC Issues Relief to Fund Boards in Light of CoronavirusRelief extends to board meetings held from now to June 15, but that could be extended, SEC IM director Blass said.
March 04, 2020
Self-Directed Investors Finished 2019 on a High Note: SchwabThe average Personal Choice Retirement Account size rose 19% in 2019, Schwab reports.