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.
ETFs, Mutual Funds Moving in Different Directions
By Bernice NapachThe number of mutual funds is on track for its biggest decline in four years, Cerulli reports.
November 21, 2019
U.S. Investors Overwhelmingly Favor Bond Funds Over Stock Funds"Demand for U.S. equity vehicles simply isn't there," Morningstar says.
November 21, 2019
Schwab to Buy TD Ameritrade for $26B: ReportThe move comes amid pressure on revenues caused by October's race to zero commissions.
November 19, 2019
Morningstar's Retirement Whiz Warns Against Misusing Target Date FundsThe prolific retirement researcher David Blanchett tells ThinkAdvisor what's wrong with mixing TDFs with other investments.
November 18, 2019
Understanding Morningstar's New Sustainability RatingsThe new ratings regime takes into account the comparative ESG risks of different industries and of different funds.
November 18, 2019
SEC Reg BI Will 'Force Changes' in Revenue Sharing: MorningstarUnder Reg BI, brokers have an obligation to mitigate and disclose the kinds of conflicts that revenue sharing can create.
November 18, 2019
Putnam Launches 7 SMAs: Portfolio ProductsAlso, Frost Investment Advisors added a Global Bond Fund.
November 11, 2019
Fidelity Expands Thematic Lineup to 16 Funds: Portfolio ProductsAlso, Envestnet expands MyBlocks offerings with five Yodlee FinApps.