Mutual Funds

Displaying 5353 results
T Rowe Price bumps up stock exposure in target-date series
RETIREMENT PLANNING FEB 13, 2020
T Rowe Price bumps up stock exposure in target-date series

Over two years, the fund manager will ramp up the equity allocations in its nearly $300 billion suites of target-date products

By Emile Hallez
For investors in green mutual funds, performance is ‘a wash’
MUTUAL FUNDS FEB 13, 2020
For investors in green mutual funds, performance is ‘a wash’

An analysis suggests there's no long-term advantage to picking sustainable funds over those without a sustainable focus, or vice versa

By Jon Hale
BlackRock climate vow pays off with new ETF's $600 million debut
MUTUAL FUNDS FEB 12, 2020
BlackRock climate vow pays off with new ETF's $600 million debut

Exchange-traded fund launched last week sees big investment from Finnish pension insurer

By Bloomberg
New ETF meets demand for muni debt with social investing
ETFS FEB 07, 2020
New ETF meets demand for muni debt with social investing

Van Eck files for fund that will focus on investment-grade state and local government debt that funds projects promoting sustainable development

By Bloomberg
Legg Mason triples down on nontransparent ETF bet
ETFS FEB 07, 2020
Legg Mason triples down on nontransparent ETF bet

With the final product still awaiting regulatory approval, Legg shows unyielding support for the new ETF wrapper by increasing its stake in Precidian

By Jeff Benjamin
Sales, returns push TDF assets up by $290 billion in 2019
RETIREMENT PLANNING FEB 05, 2020
Sales, returns push TDF assets up by $290 billion in 2019

Vanguard still accounts for 37% of the market for target-date funds, Morningstar data show

By Emile Hallez
Morningstar picks up Hueler's stable value intel
RETIREMENT PLANNING FEB 03, 2020
Morningstar picks up Hueler's stable value intel

The data and ratings firm is acquiring an index and information service that could be of interest to retirement plan advisers

By Emile Hallez
By the Numbers: Fund Flows
MUTUAL FUNDS FEB 01, 2020
By the Numbers: Fund Flows

The market for passive funds is on a tear, but is that the only market being impacted by the low-cost investing push? Will advisers continue to favor ETFs this year? InvestmentNews' George Moriarty looks at both

By InvestmentNews
Stevens led ICI through era of turbulent policy, strong growth in mutual funds
MUTUAL FUNDS JAN 29, 2020
Stevens led ICI through era of turbulent policy, strong growth in mutual funds

As he announces his retirement, Stevens defines the trade association’s hallmark during his tenure: ‘We try to bring facts to the table.’

By Mark Schoeff Jr.
Reporter's notebook: Inside look at Inside ETFs conference
ETFS JAN 29, 2020
Reporter's notebook: Inside look at Inside ETFs conference

Much ado about fees and nontransparent exchange-traded funds

By Jeff Benjamin
Can nontransparent ETFs save active management?
MUTUAL FUNDS JAN 28, 2020
Can nontransparent ETFs save active management?

Asset managers have high hopes for the new type of wrapper, expected to hit the market in the next few weeks

By Jeff Benjamin
FSI denounces ‘regulation by enforcement’ despite strong rebuke from SEC's Jackson
INDEPENDENT BROKER DEALERS JAN 28, 2020
FSI denounces ‘regulation by enforcement’ despite strong rebuke from SEC's Jackson

Group says Reg BI enforcement probably won’t draw same criticism as share-class crackdown

By Mark Schoeff Jr.
401(k) trading in 2019 hints at correction jitters
EQUITIES JAN 27, 2020
401(k) trading in 2019 hints at correction jitters

Retirement plan participants who traded in their accounts in 2019 largely moved out of stock funds and into fixed income

By Emile Hallez
Low fees should serve as wake-up call for advisers
PRACTICE MANAGEMENT JAN 27, 2020
Low fees should serve as wake-up call for advisers

ETF conference drives home the point that advisers need to identify their value to clients

By Jeff Benjamin
Asset managers lock horns over potential $7 trillion opportunity
ETFS JAN 27, 2020
Asset managers lock horns over potential $7 trillion opportunity

Big fund companies are competing to promote a new type of actively managed ETF

By Bloomberg
CFRA ups its game on ETF research
MUTUAL FUNDS JAN 27, 2020
CFRA ups its game on ETF research

New analysis uses machine learning for a closer look at underlying holdings

By Jeff Benjamin
Keep sweep accounts clean and transparent
MUTUAL FUNDS JAN 27, 2020
Keep sweep accounts clean and transparent

Idle cash is a significant profit center for broker-dealers

By InvestmentNews
Lincoln annuity seeks to ride TDFs' coattails
RETIREMENT PLANNING JAN 24, 2020
Lincoln annuity seeks to ride TDFs' coattails

Its new guaranteed-income annuity is the first to invest solely in target-date funds

By Emile Hallez
‘Nontransparent’ ETFs coming soon, but do advisers care?
ETFS JAN 23, 2020
‘Nontransparent’ ETFs coming soon, but do advisers care?

Exchange-traded funds that don’t disclose their holdings daily will have big benefits and drawbacks

By Emile Hallez
TIAA will offer HSA to its retirement plan clients
RETIREMENT PLANNING JAN 23, 2020
TIAA will offer HSA to its retirement plan clients

Accounts will offer TIAA and Nuveen mutual funds

By InvestmentNews