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.
January 22, 2024
S&P 500 Rises as Stocks Build on Record HighThe index extended its advance above 4,800 early Monday, led by gains in big tech.
January 11, 2024
17 Good Funds for Long-Term Investors: MorningstarModest portfolio adjustments could be rewarding over the long term, Russell Kinnel writes.
January 02, 2024
Banks See Higher-Rated Bonds Beating Junk Debt for First Time Since 2020BofA recommends higher-rated bonds over junk debt as rates, earnings and issuance challenge credit this year.
December 28, 2023
What Top Market Strategists Are Predicting for 2024Carson's Ryan Detrick, Frontier's Rob Miller and Hightower's Zach Christopher weigh in on stock and bond trends.
December 28, 2023
5 Things to Look for in Stocks in 2024After a wild in 2023, investors are full of optimism for the S&P 500 Index in the year ahead.
December 25, 2023
Nothing Beat Owning the S&P 500 This Year"It's like we're almost in a melt-up," said David Kudla, founder of Mainstay Capital Management.
December 21, 2023
These Stock Forecasters Nailed This Year's Rally. Here's What They See for 2024"We talked about the market maybe making new highs and people thought we were crazy," said Carson Group's Ryan Detrick.
December 21, 2023
9 Best-Performing Large-Growth Funds of 2023: MorningstarFunds that invest in big companies have outperformed the overall stock market by 10.1 percentage points this year.
December 21, 2023
How Interest Rate Cuts, Falling Inflation Could Affect Clients in or Near RetirementLower interest rates and lower inflation are generally positive factors for investors as they leave the workplace.
December 20, 2023
Americans Over 70 Hold More Than 30% of the Country's WealthThe ultra rich in the U.S. have helped boost the average equity holdings of people over 65 to about $1.8 million.