Mutual Funds

Displaying 5353 results
Money funds holding record assets fret as yields head lower
MUTUAL FUNDS MAY 08, 2020
Money funds holding record assets fret as yields head lower

The funds face the challenge of declining rates as their assets hit $4.77 trillion amid the flight to safety

By Bloomberg
Investors should head for credit rather than cash: UBS Wealth
EQUITIES MAY 06, 2020
Investors should head for credit rather than cash: UBS Wealth

The firm suggests buying U.S. and emerging market debt and averaging into select stock sectors

By Bloomberg
New York Fed to begin buying ETFs in ‘early May’
MUTUAL FUNDS MAY 04, 2020
New York Fed to begin buying ETFs in ‘early May’

The Fed's two corporate lending programs could buy up to $750 billion in debt and exchange-traded funds

By Bloomberg
Junk-bond ETFs add most assets since 2015
MUTUAL FUNDS APR 30, 2020
Junk-bond ETFs add most assets since 2015

The news that the Fed was willing to buy some high-yield debt has made investors more comfortable about buying

By Bloomberg
By the Numbers: ETF flows
MUTUAL FUNDS APR 30, 2020
By the Numbers: ETF flows

InvestmentNews Chief Content Officer George Moriarty looks at why investors are throwing billions into leveraged ETFs

By InvestmentNews
SoFi waives ETF fees for a second year
ETFS APR 29, 2020
SoFi waives ETF fees for a second year

The digital finance platform banks on zero-fee bait to attract young consumers

By Jeff Benjamin
Financial industry groups seek SEC rule on 12b-1 fee disclosure
RIA NEWS APR 29, 2020
Financial industry groups seek SEC rule on 12b-1 fee disclosure

Investor advocates: Common sense and the Investment Advisers Act require the disclosure of higher-fee funds

By Mark Schoeff Jr.
Leveraged ETFs betting against stocks attract $5.6 billion in April
EQUITIES APR 28, 2020
Leveraged ETFs betting against stocks attract $5.6 billion in April

The influx, the biggest since at least 2013, defies the surge in equity prices that has occurred this month

By InvestmentNews
New York Life to sell ETF-based alternative to annuities
LIFE INSURANCE AND ANNUITIES APR 27, 2020
New York Life to sell ETF-based alternative to annuities

The insurance giant announced an exclusive deal to distribute unit investment trusts

By Emile Hallez
SEC orders RBC to pay $3.9 million over share-class disclosure
PRACTICE MANAGEMENT APR 27, 2020
SEC orders RBC to pay $3.9 million over share-class disclosure

The enforcement action demonstrates the agency's continued targeting of conflicts over fund fees

By Mark Schoeff Jr.
Oil ETF roils already volatile crude markets
MUTUAL FUNDS APR 27, 2020
Oil ETF roils already volatile crude markets

USO's sale of June WTI futures contracts triggered a big move in the spread between the June and July contracts

By Bloomberg
A compelling step
ETFS APR 26, 2020
A compelling step

While advisers generally tell clients to stay the course, there are few products that reward those who do

By George Moriarty
401(k) assets down, but savings levels up: Fidelity
RETIREMENT PLANNING APR 24, 2020
401(k) assets down, but savings levels up: Fidelity

The stock market eroded account balances, but savers increased their contributions

By Emile Hallez
What's the point of an ETF that goes off script?
OPINION APR 24, 2020
What's the point of an ETF that goes off script?

When fund managers rejigger their methodology, investors don't know how to calculate returns

By Shuli Ren
New ETF to focus on companies fighting biological threats
MUTUAL FUNDS APR 23, 2020
New ETF to focus on companies fighting biological threats

The Pacer fund could invest in stocks of businesses that identify or combat diseases or companies that enable social distancing

By Bloomberg
Oil spasms send foundering ETF into series of unusual steps
ETFS APR 22, 2020
Oil spasms send foundering ETF into series of unusual steps

The United States Oil Fund had to suspend the issuance of new shares after losing a third of its value in two days

By Bloomberg
Zero-commission ETFs could spur practice changes: Cerulli
PRACTICE MANAGEMENT APR 21, 2020
Zero-commission ETFs could spur practice changes: Cerulli

Report says lower trading costs will encourage advisers to use exchange-traded funds for niche asset allocations

By InvestmentNews
Fidelity cuts fees for long-term investors
MUTUAL FUNDS APR 21, 2020
Fidelity cuts fees for long-term investors

New thematic funds offer expense ratios that drop over time

By Jeff Benjamin
Financial industry opponents remain wary of SEC’s crackdown on share-class disclosure
MUTUAL FUNDS APR 20, 2020
Financial industry opponents remain wary of SEC’s crackdown on share-class disclosure

The end of the formal initiative failed to soothe worries about future enforcement

By Mark Schoeff Jr.
Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit
RETIREMENT PLANNING APR 20, 2020
Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit

Pharmaceutical Product Development mismanaged its 401(k) plan, opting for costlier investments than necessary, plaintiffs say

By Emile Hallez