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.
Stocks Rally as Fed Signals Readiness to Stabilize Market
By Natalia KniazhevichStocks erased earlier losses Friday, which were driven by rising bond yields.
April 02, 2025
Commonwealth Wins Reversal of $93M SEC Revenue Sharing PenaltyA court last year found Commonwealth liable for failing to disclose a mutual fund revenue-sharing pact.
April 01, 2025
DFA Updates ETF Share Class Application After 'Productive' SEC TalksThe agency's acting chair said he was prioritizing review of applications for the Vanguard-style arrangement.
March 24, 2025
Vanguard to Launch Multi-Sector Bond ETFThe new active ETF will mirror a Vanguard bond mutual fund.
March 10, 2025
SEC Approves Retail-Friendly Blackstone Private Credit FundThe interval fund will offer exposure to areas such as real estate, direct lending and asset-backed loans.
February 14, 2025
Low-Cost Vanguard Generates the Most Fee Revenue: MorningstarVanguard's "hugeness" enables it to gobble market share as its low costs attract investors, Morningstar says.
February 05, 2025
Pimco’s Ivascyn Embraces Trump-Driven Bond Market VolatilityHis approach has helped the Income Fund rally in the past three months, beating 96% of rivals.
February 04, 2025
What's a Financial Advisor Really For?Bestselling author Charley Ellis favors indexing and blasts AUM fees but says advisors can still add real value.