Mutual Funds

The legendary manager has taken on two co-managers to help him run the mammoth fund. Just don’t use the word “retirement.”

These market-beating funds see bargains in stocks like AppLovin, Wells Fargo, and Boeing. Where they’re investing for 2026.

The allegations arose from actions at the legacy unit Securities America, which joined Osaic in 2024.

The Oakmark manager said it’s still a good time to find bargains, even in some growth stocks.

For mutual fund investors, the final months of a big up year for the stock market can carry a hidden barb.

The simplest way to get overseas exposure is to buy an all-in-one global balanced fund that makes the allocation decisions for you.

Mutual fund share classes of ETFs could strongly benefit retirement savers, Anna Paglia writes in a guest commentary.

Slow-and-steady funds with a traditional 60% stocks/40% bonds mix are getting renewed attention for their recent outperformance. How to buy in.

The International Monetary Fund released its Global Financial Stability Report on Tuesday.

Part of the rally in Latin America stock funds is currency-related. But another driver is that the stocks are exceptionally cheap.

The packages of loans, once a niche in professionally managed portfolios, are increasingly being added to public and private funds for yield and diversification benefits.

The fund industry faces big hurdles, but these three asset managers have been unjustly dismissed.

Given the S&P 500’s strong gains, it’s little wonder assets kept pouring into index funds. Actively managed ETFs also fared well.

The Growth Act would restore fairness for millions of middle-class investors who rely on mutual funds in their taxable accounts.

The agency granted Dimensional Fund Advisors permission to launch ETF versions of some of its traditional mutual funds.

Asset managers reported rising revenue and stubbornly sticky profit margins in 2024, but their business looks likely to change in the year ahead as alternative investing goes mainstream.

International stocks are beating U.S. ones handily in 2025.

“Instead of just making one bet within fixed income, diversify it with a more multisector, opportunistic fund,” says Nuveen’s Anders Persson.

It’s the brokerage firm’s first fund.

A look into Morningstar’s database suggests portfolio managers willing to make unorthodox choices are top performers.

The investment management firm is staying focused on long-term opportunities for their clients.

Actively managed funds tend to have an edge over indexers when it comes to investing in commodities. Here are some of their strategies.

T. Rowe Price’s David Giroux is a top-performing manager whose fund is closed to new investors. But now he’s running three other funds. See how they measure up.

Vanguard’s new ETFs, with Wellington as the submanager, mirror a strategy Vanguard has long used with active stock mutual funds.

Active managers’ long-term struggles have been most acute in the large-cap category where only 8% of funds beat their average passive rival over the decade, Morningstar finds.