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's Trillion-Dollar Man Leads a Fixed-Income Revolution
By Ye Xie and Liz Capo McCormickJosh Barrickman oversees three of the world's four largest bond funds, including the $298 billion Vanguard Total Bond Market Index Fund.
May 08, 2023
Buffett: 'Incredible Period' for Economy, Berkshire Coming to an EndHis prediction for a slowdown comes as turmoil at regional banks threatens to curtail lending amid inflation and higher rates.
May 03, 2023
Advisors See Best Opportunity for Bonds Since Financial Crisis: SurveyThe biggest challenge for many advisors will be re-educating clients on how bonds and interest rates work.
May 02, 2023
Wall Street Rattled by 20% Plunge in Pair of BanksAhead of the Federal Reserve decision, multiple volatility halts in PacWest Bancorp and Western Alliance Bancorp were seen as disturbing.
May 02, 2023
Married Couples Are Leaving 401(k) Money on the TableA small change could boost their savings by an average 10% a year at no additional cost, a study suggests.
May 02, 2023
Morningstar Launches New 'Medalist Rating' ScaleThe new rating combines two previous scales to simplify the research process for investors, Morningstar says.
April 28, 2023
10 U.S. Stock Funds With Highest Excess Returns: MorningstarThese funds have racked up persistently higher returns than market trends can explain, according to John Rekenthaler.
April 26, 2023
Is Vanguard Really the Cheapest Fund Provider?Competitors undercut some Vanguard fees, but it "deserves its reputation" as the low-cost leader, a Morningstar analyst says.