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.
4 Retirement Plan Investments That Might Be Better Than Target Date Funds
By Nick ThorntonThese QDIA alternatives are available not just to mega-sponsors but to the advisor-driven market of small and midsize plans.
December 04, 2019
Self-Directed Millennials Invested More in Cash, ETFs Than Older InvestorsSchwab's Q3 report shows mutual funds still held the highest percentage of participant assets.
December 02, 2019
Chaikin Plans ETF Rating Version '2.0': Portfolio ProductsAlso, MSCI makes its ESG ratings publicly available.
November 27, 2019
Congresswoman Wants to End Opportunity Zone ProgramFreshman Rep. Rashida Tlaib has introduced legislation to remove opportunity zones from the U.S. tax code.
November 26, 2019
10 Investment Tax Facts You Should KnowFrom Bitcoin to mutual funds to ETFs, test your knowledge on how a range of investment vehicles are taxed.
November 26, 2019
SEC's Avakian Details Next 12b-1 Fee CrackdownThe Enforcement Division is focused on advisor disclosures and conflicts associated with bank deposit sweep programs.
November 26, 2019
SEC Proposes New Rule to Ease the Market Entry of Leveraged ETFsThe rule would standardize the framework for fund's derivatives risk management, according to SEC Chairman Jay Clayton.
November 25, 2019
Vanguard Changes Key Leaders in Investment Management: Portfolio ProductsAlso, Hennessy Funds completed rebalancing of its Mid Cap 30 concentrated portfolio.