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.
Dimensional Seeks Tax-Friendly ETF Share Classes Pioneered by Vanguard
By Dinah Wisenberg BrinVanguard's patent on ETF share classes of mutual funds that reduce capital gains for investors expired in May.
July 12, 2023
15 of the Best Dividend Funds to Invest in Now: MorningstarThere are deals to be found as dividend stocks underperform the broader market, analysts say.
July 11, 2023
33 Undervalued Stocks for Q3: MorningstarThe stock market finished the second quarter up more than 8%, but there are still deals to be had.
July 11, 2023
Raymond James to Pay $13M Over High FeesThe firm agreed to pay $4.5 million in fines to state regulators and to return $8.25 million plus interest to clients.
July 11, 2023
Schwab Sweeps $1M-Plus Clients Into New Private Client ServicesThese clients now have access to a dedicated Schwab consultant at no additional cost.
July 10, 2023
Fed Officials Say Higher Rates Needed to Reach 2% InflationThe Federal Open Market Committee will meet July 25-26 and is expected to resume rate increases then.
July 10, 2023
BofA Stock Indicator Sees S&P 500 Surging 16%That would leave the S&P 500 trading at 4,800 by year-end, or 5,200 a year from now, Bank of America data shows.
July 06, 2023
Stocks Swoon After Jobs Data Dashes Hopes for Rate Cut"The selloff is driven by the idea that the economy is a freight train that can't be stopped."