Mutual Funds

Displaying 5353 results
ESG options scarce in 401(k) plans
MUTUAL FUNDS MAR 16, 2019
ESG options scarce in 401(k) plans

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.

By Jeff Benjamin
529 plans also miss the boat when it comes to ESG
MUTUAL FUNDS MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

By Jeff Benjamin
ESG funds have never been cheaper as Vanguard sets off fee war
ETFS MAR 15, 2019
ESG funds have never been cheaper as Vanguard sets off fee war

BlackRock, Vanguard and DWS Group charge an average of $2 for every $1,000 invested, half the median fee for such funds in the U.S.

By Bloomberg
10 funds with the largest holdings of Boeing
MUTUAL FUNDS MAR 14, 2019
10 funds with the largest holdings of Boeing

The aircraft manufacturer has seen its shares fall since two crashes involving its Max 737 planes.

By InvestmentNews
Lipper plans ESG scoring system for mutual funds
RIA NEWS MAR 12, 2019
Lipper plans ESG scoring system for mutual funds

Citing the growing appeal of sustainable investing, Lipper aims set the bar for ESG ratings

By Jeff Benjamin
Forget zero fees. This ETF is offering to pay investors
ETFS MAR 12, 2019
Forget zero fees. This ETF is offering to pay investors

Salt Financial plans a low-volatility stock ETF that will give people 50 cents for every $1,000 they invest

By Bloomberg
JPMorgan rolls out cheapest-ever stock ETF
ETFS MAR 11, 2019
JPMorgan rolls out cheapest-ever stock ETF

Bank will charge just 20 cents for every $1,000 invested, bringing the market a step closer to zero-fee ETFs.

By Bloomberg
SEC says 79 firms will return $125 million to clients as part of clemency program
RIA NEWS MAR 11, 2019
SEC says 79 firms will return $125 million to clients as part of clemency program

Agency offered incentives to advisers to turn themselves in.

By Mark Schoeff Jr.
Vanguard plans its first actively managed ESG fund
MUTUAL FUNDS MAR 07, 2019
Vanguard plans its first actively managed ESG fund

Managed by Wellington, the fund will include 40 companies and bow midyear.

By InvestmentNews
2019 Lipper Awards: Faith-based fund takes a starring role
MUTUAL FUNDS MAR 07, 2019
2019 Lipper Awards: Faith-based fund takes a starring role

Annual awards recognize more than 300 funds for performance.

By Jeff Benjamin
Interactive list of 2019 Lipper fund award winners
MUTUAL FUNDS MAR 07, 2019
Interactive list of 2019 Lipper fund award winners

Full listing of all the funds honored, across all years of return and by category

By Ellie Zhu
10 things to know about TDFs
RETIREMENT PLANNING MAR 06, 2019
10 things to know about TDFs

Teaser, 120-160 characters: If you're investing in a TDF, remember to choose your target date carefully.

By Jonathan Russell
Risk-averse investors push advisers to their creative limits
RIA NEWS MAR 06, 2019
Risk-averse investors push advisers to their creative limits

Financial advisers get creative to keep their conservative clients from losing ground to inflation.

By Jeff Benjamin
Vanguard share of target-date fund market becoming 'obscene'
RETIREMENT PLANNING MAR 04, 2019
Vanguard share of target-date fund market becoming 'obscene'

The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.

By Greg Iacurci
Vanguard using ETF portfolios to turn advisers into life coaches
ETFS MAR 01, 2019
Vanguard using ETF portfolios to turn advisers into life coaches

The portfolios give advisers more time for the increasingly important task of reassuring jittery clients.

By Bloomberg
Vanguard lowers fees on some ETFs
ETFS MAR 01, 2019
Vanguard lowers fees on some ETFs

In the latest round of the ETF price war, Vanguard pushes cost of its S&P 500 ETF below that of similar offerings from BlackRock, State Street

By Bloomberg
Morningstar brings Pimco flagship fund down down a peg
MUTUAL FUNDS MAR 01, 2019
Morningstar brings Pimco flagship fund down down a peg

The 32-year-old Pimco Total Return Fund, made famous by Bill Gross, is cut to three stars.

By Jeff Benjamin
`Investing on steroids' pays off as thematic ETFs outperform
ETFS FEB 28, 2019
`Investing on steroids' pays off as thematic ETFs outperform

Funds focused on solar power, marijuana and clean energy have gotten off to a strong start this year.

By Bloomberg
RIA NEWS FEB 28, 2019
March 9, 2009: Financial advisers share lessons, scars from rock bottom

As the day approached, advisers felt the pressure and clients lost patience.

By Jeff Benjamin
Fidelity says it fully discloses fund fees in 401(k) plans
RETIREMENT PLANNING FEB 27, 2019
Fidelity says it fully discloses fund fees in 401(k) plans

Department of Labor is allegedly investigating asset manager's infrastructure fee that is the focus of a 401(k) lawsuit.

By Bloomberg