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.
Vanguard Admits Erroneous Stock Holdings in 2 ESG ETFs
By Bernice NapachAs result of an error by index provider, the Vanguard ESG U.S. Stock ETF (ESGV) temporarily held shares in a U.S. gun maker.
August 07, 2019
World's Top 20 Biggest Asset Managers: 2019The firms on this list have combined assets under management of $44.9 trillion.
August 05, 2019
ETFs Are More Tax-Efficient Than Mutual Funds. Here's Why.Outflows tend to hurt open-end mutual funds' tax efficiency, while ETFs tend to be resilient.
August 05, 2019
Are Active ETFs a Threat to Mutual Funds?New ETF structures bring some of the benefits of mutual funds with lower costs, but they aren't always the best choice.
August 01, 2019
SEC Hits Commonwealth for Failure to Disclose Revenue Sharing ConflictsThe regulator alleges the IBD breached its fiduciary duty by not disclosing $100 million obtained via a revenue-sharing deal tied to mutual funds.
August 01, 2019
Vanguard Reopens Dividend Growth Fund, Increases Access to Alternative FundsThe changes affect both retail and institutional investors.
July 29, 2019
Sustainable Funds Are Having a Good Year: MorningstarSustainable funds are experiencing strong asset growth and relative performance, according to Morningstar.
July 29, 2019
Cambria Launches TOKE Cannabis ETF: Portfolio ProductsMeanwhile, AQR launched its first model portfolios.