Mutual Funds

Displaying 5349 results
Vanguard seeking SEC green light to expand trademark tax-busting fund design
ETFS JUN 12, 2025
Vanguard seeking SEC green light to expand trademark tax-busting fund design

The Jack Bogle-founded firm is looking to apply its famed dual-share class structure to actively managed strategies.

By Bloomberg
BlackRock to lay off 300 employees in second jobs cut of 2025
ALTERNATIVES JUN 06, 2025
BlackRock to lay off 300 employees in second jobs cut of 2025

The world's largest asset manager is scaling back its workforce again as its push into private markets continues.

By Bloomberg
FPA report finds planners ramping up options, private credit allocations amid market turmoil
ALTERNATIVES JUN 04, 2025
FPA report finds planners ramping up options, private credit allocations amid market turmoil

Annual survey research shows increased adoption of alternatives including listed REITs and SMAs, with ESG funds falling by the wayside.

By Leo Almazora
ETF fees stall as mutual fund costs keep falling, Morningstar finds
ETFS MAY 15, 2025
ETF fees stall as mutual fund costs keep falling, Morningstar finds

Morningstar says that declining fees saved investors $5.9 billion in fund expenses across ETFs and mutual funds in 2024.

By Andrew Cohen
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space
ALTERNATIVES MAY 08, 2025
Blackstone, Vanguard, Wellington fire first joint shot into interval fund space

The proposed "all markets" fund is structured to enable quarterly redemptions, driven by investments in public equities, fixed income, and private market assets.

By Leo Almazora
Billions in fees at risk over SEC's dual-share shift, Cerulli says
ETFS MAY 08, 2025
Billions in fees at risk over SEC's dual-share shift, Cerulli says

Wirehouses and broker dealers stand to lose up to $30 billion a year if mutual fund managers are allowed to add ETF share classes to their current strategies, according to a new analysis.

By Bloomberg
Morningstar debuts fund rating framework for semiliquid investments
ALTERNATIVES MAY 06, 2025
Morningstar debuts fund rating framework for semiliquid investments

The investment research firm's new medalist methodology aims to help bring transparency to increasingly complex product offerings.

By Leo Almazora
Invesco, Barings forge retail private credit-tie up
ALTERNATIVES APR 22, 2025
Invesco, Barings forge retail private credit-tie up

The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.

By Bloomberg
Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price
ETFS APR 17, 2025
Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price

The rush of SEC applications, which also includes JPMorgan and Schwab, reflect growing optimism over the tax-busting fund structure.

By Bloomberg
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit
ALTERNATIVES APR 11, 2025
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit

Inflows top $80 billion as the asset management giant sees the best year start for organic fee growth since 2021.

By Leo Almazora
Is this the end of the Magnificent 7?
ETFS MAR 31, 2025
Is this the end of the Magnificent 7?

Financial advisors offer their outlooks on the future of the Magnificent 7 stocks, as well as the AI-boom.

By Gregg Greenberg
Fund fees continue long-term slide as investors favor lower-cost options
ETFS MAR 26, 2025
Fund fees continue long-term slide as investors favor lower-cost options

Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation have played a role.

By Leo Almazora
Should advisors be preparing for next week's 'Liberation Day'?
PRACTICE MANAGEMENT MAR 25, 2025
Should advisors be preparing for next week's 'Liberation Day'?

President Trump dubbed April 2 as 'Liberation Day' when all his tariff plans will be revealed. Advisors offer their views on the market's latest make-or-break date.

By Gregg Greenberg
Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs
ETFS MAR 24, 2025
Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs

The restrictions on certain money-market products mark the latest development in the ongoing turf war between ETFs and mutual funds.

By Bloomberg
Financial advisors face dollar dilemma as greenback weakens
MUTUAL FUNDS MAR 24, 2025
Financial advisors face dollar dilemma as greenback weakens

The US dollar has been weakening since the start of the year and that's impacting the investing decisions of wealth managers and their clients' spending choices.

By Gregg Greenberg
Turbulence tests 60-40 strategy's limits
EQUITIES MAR 17, 2025
Turbulence tests 60-40 strategy's limits

With bonds failing to provide a safety net for steeply falling stock prices, many investors are letting go of their "set it and forget it" approach.

By Leo Almazora
Lipper Awards crown fund industry's top performers
MUTUAL FUNDS MAR 14, 2025
Lipper Awards crown fund industry's top performers

The fundworld's finest came together in style last night as LSEG Lipper named their top managers and fund families.

By Gregg Greenberg
Active funds still struggling against passive peers, Morningstar says
ETFS MAR 12, 2025
Active funds still struggling against passive peers, Morningstar says

The firm's latest barometer report shows just two-fifths of stock-picking funds outperforming their index-based rivals in 2024, with even worse results over the past decade.

By Leo Almazora
Private credit's push into retail opens new vulnerability, warns BIS
ALTERNATIVES MAR 11, 2025
Private credit's push into retail opens new vulnerability, warns BIS

A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."

By Bloomberg
Allspring to shut down alternative equity strategies
MUTUAL FUNDS FEB 24, 2025
Allspring to shut down alternative equity strategies

Fund managers like Allspring Global Investments for years have been facing competitive pressure from low fee exchange-traded funds and indexed mutual funds.

By Bruce Kelly