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Mutual Funds

BY Ted Godbout | 3/25/2019
Fueled by industry competition, average expense ratios of equity, hybrid and bond mutual funds continued a two-decade slide, according to new research from the Investment Company Institute. Among... Read More
BY NAPA Net Staff | 12/11/2018
Amid volatile markets, participant trading picked up in November.In what was described as a “more typical” month, there were three days (out of 21) of “above normal” trading during November,... Read More
BY Ted Godbout | 5/4/2018
Morningstar’s annual study of U.S. open-end mutual funds and exchange-traded funds found that 2016-2017 was the largest year-over-year decline in fees recorded since the firm began tracking the trend... Read More
BY Ted Godbout | 4/9/2018
Following an industry-wide investigation of mutual fund disclosures and fees, New York State’s Attorney General reached agreement with several large mutual fund firms to make information relating to... Read More
BY NAPA Net Staff | 8/24/2017
A new Morningstar report may add some fuel to the active/passive investment debate.In general, Morningstar finds that actively managed funds have failed to survive and beat their benchmarks,... Read More
BY NAPA Net Staff | 8/4/2017
The markets may have been heating up in June, but participant transfer volumes were pretty mild, according to the Alight Solutions 401(k) Index.The gauge, previously (and for more than a decade), was... Read More
BY Nevin E. Adams, JD | 7/26/2017
A new Morningstar analysis finds no relationship between fund manager changes and future returns – but there are impacts.“A management change is not predictive of a performance downturn,” notes... Read More
BY NAPA Net Staff | 5/24/2017
A new study of U.S. open-end mutual funds and exchange-traded funds finds that on average, investors paid lower fund expenses in 2016… than ever before.The Morningstar study found that the asset-... Read More
BY NAPA Net Staff | 5/10/2017
While it's true that most active funds don't beat market indexes over long stretches (after accounting for fees), a new Morningstar analysis finds some that have.Morningstar senior editor Karen... Read More
BY NAPA Net Staff | 4/18/2017
A new white paper says that fund changes already underway in response to the Labor Department’s fiduciary regulation may well be good for advisors, as well as investors.According to “Early Evidence... Read More
BY NAPA Net Staff | 11/4/2016
The effective date of the Labor Department’s fiduciary rule is still months away, but Bank of America Merrill Lynch has taken another step in anticipation of its impact.According to ThinkAdvisor, the... Read More
BY NAPA Net Staff | 10/18/2016
You may have missed it, but the Securities and Exchange Commission’s new regulations on money market funds went into effect last week.More than two years ago, the SEC adopted rules designed to reduce... Read More
BY NAPA Net Staff | 10/12/2016
A new report claims that the Labor Department’s fiduciary rule will cause a surge in mutual funds being reviewed and replaced in DC retirement plans, even before the Jan. 1, 2018 deadline for full... Read More
BY NAPA Net Staff | 7/12/2016
Last month, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded seven. In addition, analysts affirmed the ratings of 59 funds and one target-date series, assigned six new... Read More
BY NAPA Net Staff | 5/10/2016
Last month, Morningstar analysts upgraded the rating of seven U.S. mutual funds and downgraded four. In addition, analysts assigned four new fund ratings and placed three funds under review.The... Read More
BY NAPA Net Staff | 3/14/2016
Last month, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded 11 funds. In ratings changes affecting target date series, four were upgraded and three were downgraded.... Read More
BY NAPA Net Staff | 2/17/2016
The SEC’s new money market fund rules don’t take effect until October, but now is the time that advisors should be sitting down with clients to explain the rules and how they will impact retirement... Read More
BY NAPA Net Staff | 2/8/2016
Last month, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded seven funds and one target date series.The upgraded fund is the Vanguard Market Neutral fund, from Bronze... Read More
BY NAPA Net Staff | 1/4/2016
In December, Morningstar analysts upgraded the ratings of three U.S. mutual funds and downgraded 10. In addition, analysts assigned new ratings to five funds and placed eight funds and one target-... Read More
BY NAPA Net Staff | 12/14/2015
In November, Morningstar analysts upgraded the ratings of two U.S. mutual funds and downgraded seven. In addition, analysts assigned new ratings to eight funds and placed three funds under review.The... Read More
BY NAPA Net Staff | 11/16/2015
The markets rebounded in October, but participants moved money like it was still September.As was the case in September, participant transfers fled target-date funds (30%), company stock (27%) and... Read More
BY NAPA Net Staff | 11/9/2015
In October, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded seven. In addition, analysts assigned new ratings to three funds.The upgraded fund is T. Rowe Price High... Read More
BY NAPA Net Staff | 10/12/2015
In September, Morningstar analysts upgraded four U.S. mutual fund ratings and downgraded six. In addition, analysts affirmed ratings for 62 funds and one target-date series. New ratings were also... Read More
BY NAPA Net Staff | 2/6/2015
According to research from Morningstar, expense ratios in open-end mutual funds are showing a downward trend, spurred by the move to index funds as well as lower fees due to break points and savings... Read More
BY Fred Barstein | 1/13/2015
The result of the surprising departure of Mohamed El-Erian from Pimco, followed by the stunning exit of Bill Gross: the largest outflow by any mutual fund firm in history. The final tally was $150... Read More

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