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.
SEC Cites Risks in Target Date Funds
By Melanie WaddellAmong infractions cited were marketing materials with asset allocation disclosures that differed from the TDFs' prospectus disclosures.
November 05, 2019
Morningstar Rolls Out New Ratings SystemHere's how the new system gives more weight to fees, sets the bar higher for active funds and looks more closely at share classes.
November 04, 2019
Opportunity Zone Funds: Who Really Benefits?There are signs that tax breaks trump community benefits. Case in point: A new draft IRS form.
November 04, 2019
Principal Expands D2C Advisor Offering With New Advice Program: Portfolio ProductsAlso, Schwab Advisor Center has integrated YCharts.
October 31, 2019
Mutual Funds vs. ETFs: Moving in Different DirectionsThe number of mutual funds is on track for its biggest decline in four years, Cerulli reports.
October 30, 2019
Money Market Fund Demand Remains Strong: J.P. MorganThree-quarters of senior cash investors plan to maintain investments in stable MMFs, the latest Global Liquidity PeerView Survey finds.
October 29, 2019
Beware the Bond Agg, the Most Popular Bond Fund Index: GMOIt makes even less sense than ever in current market conditions, says GMO's Peter Chiappinelli.
October 29, 2019
U.S. Passive Fund Assets Now Top Their Active CounterpartsThe switch is significant for the industry; the Federal Reserve, though, isn't so sure this is a good thing.