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Mutual Funds

Mom and Pop Buying Fewer Muni Bonds Directly as ETFs Heat Up Mom and Pop Buying Fewer Muni Bonds Directly as ETFs Heat Up

The value of bonds directly owned by households fell by $18 billion in the fourth quarter of 2021, dropping to the lowest level since 2008.

Mar 25, 2022

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1 Min Read

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Edward Johnson III, Fund Pioneer at Fidelity, Dies at 91 Edward Johnson III, Fund Pioneer at Fidelity, Dies at 91

bySree Vidya Bhaktavatsalam and John Gittelsohn

Mar 24, 2022

1 Min Read

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Is Active vs. Passive Passé?Is Active vs. Passive Passé?

Mar 17, 2022

1 Min Read

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Understand ESG Fund Performance Like a Pro Understand ESG Fund Performance Like a Pro

byMarina Severinovsky

Mar 17, 2022

1 Min Read

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Michael Price, Who Saw Value in Companies’ Struggles, Dies at 70 Michael Price, Who Saw Value in Companies’ Struggles, Dies at 70

byKatherine Burton

Mar 16, 2022

1 Min Read

Jeffrey Gundlach

Gundlach’s DoubleLine Gets SEC Green Light to Launch Its First ETFs Gundlach’s DoubleLine Gets SEC Green Light to Launch Its First ETFs

byKatie Greifeld

Mar 11, 2022

1 Min Read

ESG Funds Had $8.3B in Russia Assets Right Before War

ESG Funds Had $8.3B in Russia Assets Right Before War

byAlastair Marsh and Frances Schwartzkopff

These 10 Mutual Funds Have the Most Exposure to Russia

These 10 Mutual Funds Have the Most Exposure to Russia

bySuzanne Woolley

Why ESG Managers Missed the Activision 'Blizzard' and What Lessons We Can Learn From It

Why ESG Managers Missed the Activision 'Blizzard' and What Lessons We Can Learn From It

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ESG Study Shared With SEC Reveals Fund Labels Are Often Useless

ESG Study Shared With SEC Reveals Fund Labels Are Often Useless

The December ESG Quick 5

The December ESG Quick 5

byGabe Rissman, co-founder and President

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Fund News Advisors Can Use: Fund Managers Slash Expense Ratios Before Year-End

Fund News Advisors Can Use: Fund Managers Slash Expense Ratios Before Year-End

byDiana Britton, Managing Editor

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David Booth’s Dimensional Cuts Fees on 50 Funds

David Booth’s Dimensional Cuts Fees on 50 Funds

byKatie Greifeld

Mutual Fund Giant Franklin Templeton Joins Shift to Low-Cost ETFs

Mutual Fund Giant Franklin Templeton Joins Shift to Low-Cost ETFs

byKatie Greifeld

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Rich Americans Cut Tax Bills With Money-Losing Bonds

Rich Americans Cut Tax Bills With Money-Losing Bonds

byKatie Greifeld

Barry Ritholtz

Fund News Advisors Can Use: Ritholtz Partners With WisdomTree to Launch Crypto Index

Fund News Advisors Can Use: Ritholtz Partners With WisdomTree to Launch Crypto Index

byDiana Britton, Managing Editor

How ESG Factors Affect Style Drifting in Portfolio Management

How ESG Factors Affect Style Drifting in Portfolio Management

byHannes Helenius

Fund News Advisors Can Use: Voya Acquires Small-Cap Growth Business

Fund News Advisors Can Use: Voya Acquires Small-Cap Growth Business

byDiana Britton, Managing Editor

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Identify Mutual Funds Most Likely to Outperform

Identify Mutual Funds Most Likely to Outperform

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Quant Giant Dimensional Signals Big ETF Push With Wave of Funds

Quant Giant Dimensional Signals Big ETF Push With Wave of Funds

byKatie Greifeld

60/40 Isn’t Dead … but It Might Need Vitamins

60/40 Isn’t Dead … but It Might Need Vitamins

Industry News & Trends

Franklin Templeton Agrees to Buy Lexington Partners for $1.75 Billion

Franklin Templeton Agrees to Buy Lexington Partners for $1.75 Billion

bySilla Brush and Melissa Karsh

RPA Industry Developments Worth Monitoring

RPA Industry Developments Worth Monitoring

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Finding 'Tech' Stocks in a Fund Is Not That Simple

Finding 'Tech' Stocks in a Fund Is Not That Simple

byTodd Rosenbluth, Senior Director of ETF and Mutual Fund Research

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Small and Value Is a Winning Combination

Small and Value Is a Winning Combination

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Do ESG Ratings Get High Marks?

Do ESG Ratings Get High Marks?

byWill Collins-Dean

More Considerations for Introducing ESG Options Into Plan Lineups

More Considerations for Introducing ESG Options Into Plan Lineups

He Helped Start the ESG Movement. Now He Wants to Fix It

He Helped Start the ESG Movement. Now He Wants to Fix It

bySaijel Kishan

Fund News Advisors Can Use: A Big Week for Direct Indexing

Fund News Advisors Can Use: A Big Week for Direct Indexing

byDiana Britton, Managing Editor

ESG panel at the Morningstar Investment conference

Morningstar Panel: Sustainable Investing Is Personal Investing

Morningstar Panel: Sustainable Investing Is Personal Investing

byDavid Armstrong, Executive Director, Content and User Engagement at WealthManagement.com

Getting Started with ESG Fund Evaluation

Getting Started with ESG Fund Evaluation

Goldman Sachs

Fund News Advisors Can Use: Goldman Sachs' New Money Market Fund Share Classes Support Black Women in STEM

Fund News Advisors Can Use: Goldman Sachs' New Money Market Fund Share Classes Support Black Women in STEM

byDiana Britton, Managing Editor

DFA co-founder David Booth

David Booth’s Dimensional Flips $8 Billion of Assets Into ETFs

David Booth’s Dimensional Flips $8 Billion of Assets Into ETFs

byKatie Greifeld

The Case (and Cost) for Active Management

The Case (and Cost) for Active Management

How Wall Street Is Gaming ESG Scores

How Wall Street Is Gaming ESG Scores