Mutual Funds

Displaying 5353 results
Fidelity heads to Canada with Bitcoin ETF
ALTERNATIVES DEC 01, 2021
Fidelity heads to Canada with Bitcoin ETF

Since U.S. regulators are balking at approving funds that invest directly in Bitcoin, Fidelity will launch the Fidelity Advantage Bitcoin ETF in Canada.

By Bloomberg
ESG market controlled by a few big investors
MUTUAL FUNDS DEC 01, 2021
ESG market controlled by a few big investors

About $120 billion has flowed into ESG exchange-traded funds in 2021, but just a handful of institutional investors control a large part of the market.

By Bloomberg
Covered call strategy aims to dampen volatility of crypto investing
ALTERNATIVES NOV 30, 2021
Covered call strategy aims to dampen volatility of crypto investing

Toronto-based Purpose Investments pushes the digital investing envelope by selling options on the cryptocurrency holdings of two new ETFs.

By Jeff Benjamin
First client for State Street's target-date and annuity feature is a $35B plan group
RETIREMENT PLANNING NOV 30, 2021
First client for State Street's target-date and annuity feature is a $35B plan group

State Street's product is far from being the first in the DC market — but the plans using it are potentially the largest to opt for a target-date series paired with an insurance feature.

By Emile Hallez
Q3 2021 fixed-income mutual funds
MUTUAL FUNDS NOV 30, 2021
Q3 2021 fixed-income mutual funds

By InvestmentNews
Q3 2021 top equity mutual funds
MUTUAL FUNDS NOV 29, 2021
Q3 2021 top equity mutual funds

By InvestmentNews
Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

By InvestmentNews
Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

By InvestmentNews
Vanguard plants flag in China with active equity fund
EQUITIES NOV 29, 2021
Vanguard plants flag in China with active equity fund

In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.

By Jeff Benjamin
CITs continue taking over in 401(k)s, but the change isn't always easy
RETIREMENT PLANNING NOV 22, 2021
CITs continue taking over in 401(k)s, but the change isn't always easy

CITs are on track to surpass mutual funds in target-date assets. Participants in 401(k)s that use CITs often stand to save a few basis points or more.

By Emile Hallez
Robo-advisers brace portfolios for rising inflation
EQUITIES NOV 17, 2021
Robo-advisers brace portfolios for rising inflation

As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.

By Sean Allocca
Invesco offers sustainability version of its S&P 500 ETF
RIA NEWS NOV 17, 2021
Invesco offers sustainability version of its S&P 500 ETF

The Invesco ESG S&P 500 Equal Weight ETF will invest in companies considered leaders in ESG metrics; Apple, Facebook parent Meta and Tesla are among the companies that will be excluded from the fund initially.

By Bloomberg
Third Bitcoin futures ETF launches
ALTERNATIVES NOV 16, 2021
Third Bitcoin futures ETF launches

The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.

By Bloomberg
Dimensional signals big ETF push
MUTUAL FUNDS NOV 16, 2021
Dimensional signals big ETF push

The quant investing firm is launching four fixed-income exchange-traded funds Tuesday and is planning 10 more stock ETFs, an SEC filing shows.

By Bloomberg
Deluge of ESG funds risks breaking point
MUTUAL FUNDS NOV 15, 2021
Deluge of ESG funds risks breaking point

The many new ESG funds being launched threaten to test the limits of investor demand.

By Bloomberg
Mutual fund investors brace for hefty capital gains taxes
EQUITIES NOV 08, 2021
Mutual fund investors brace for hefty capital gains taxes

As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.

By Jeff Benjamin
Bitcoin futures ETF mania cools as Wall Street hits pause button
ALTERNATIVES NOV 04, 2021
Bitcoin futures ETF mania cools as Wall Street hits pause button

Wall Street analysts had expected as many as four Bitcoin futures ETFs to begin trading in October.

By Bloomberg
Hedging inflation requires tiptoeing through TIPS
RIA NEWS NOV 03, 2021
Hedging inflation requires tiptoeing through TIPS

Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.

By Jeff Benjamin
Short-term ESG performance shines light on active management
MUTUAL FUNDS OCT 29, 2021
Short-term ESG performance shines light on active management

A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.

By Jeff Benjamin
Vanguard, American Funds double down on model portfolio partnership
MUTUAL FUNDS OCT 27, 2021
Vanguard, American Funds double down on model portfolio partnership

A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.

By Jeff Benjamin