Mutual Funds

  1. Investors Flocked to Taxable Bond Funds in September

    October 31, 2016
    September was an exciting month for taxable bond funds as other assets saw their investments fluctuate.
  2. Why Even Actively-Managed Funds Are Cutting Fees

    October 28, 2016
    American Funds has filed with the SEC to create a new share class with lower fees.
  3. The Average EPS Earnings Season 'Beat Rate' Is 62%

    October 24, 2016
    Stacked deck: Q3 earnings are coming in above expectations, likely because forecasts are, once again, too low. So why do ...
  4. Advisors Have Invested $1.3 Trillion With Vanguard

    October 24, 2016
    Many advisors who previously eschewed Vanguard mutual funds in lieu of others are now turning to the investment giant in ...
  5. Passive Funds are Killing Active Money Managers (JNS)

    October 18, 2016
    Investors are abandoning actively managed mutual funds, hedge funds, ETFs and other vehicles at an accelerating rate in favor ...
  6. Fund Flows: Bonds, ETPs Reign in a Nervous Market

    October 13, 2016
    Investors continue to prefer fixed-income assets over equities, and ETPs over mutual funds, according to Credit Suisse
  1. Top Mutual Funds of 2016 (HDPCX, SDIVX)

    A look at equities, bonds and other top-performing mutual funds of 2016.
  2. 4 Investing Resolutions to Make for 2017

    As 2017 approaches, it’s time to turn your thoughts to your financial goals – and the investing resolutions needed to achieve ...
  3. Rise of the Robo Advisors

    The financial advisory business is facing an impending transformational change.
  4. Can Mutual Funds Only Hold Bonds?

    Find out which mutual funds include only bonds in their portfolios. Learn why some funds invest in different types of bonds ...
  5. Is a Big Stock Buyback Coming? (APPL, MSFT)

    One of Trump’s tax proposal promises could be a boon for stock buybacks.
  6. Vanguard's John Bogle on the 40th Anniversary of Index Funds

    In a recent interview with Bloomberg, Vanguard's John Bogle reflects on the birth of the index fund and where the industry ...
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