Mutual Funds

Displaying 5357 results
MUTUAL FUNDS MAR 27, 2018
Digital investment firm launches new fund for women

Latest offering from Ellevest will invest in offerings that help advance women.

By Bloomberg
FINTECH MAR 27, 2018
Vanguard wrestles with new service problems

Tech glitch sends out erroneous messages to retail customers

By John Waggoner
FINTECH MAR 23, 2018
BlackRock turns to robos to drive latest push into active ETFs

New sector of funds created under the 'iShares Evolved' brand.

By Bloomberg
MUTUAL FUNDS MAR 22, 2018
Fidelity maintains target-date volume; Vanguard comes out on top

Fidelity is still the second-largest TDF provider even though it has seen $20 billion in outflows since the start of 2012.

By Charles McGrath
EQUITIES MAR 22, 2018
David Herro on the best opportunities in international investing

Longtime Oakmark International money manager shares his strategies for success, and why he's hot on Europe right now.

By John Waggoner
MUTUAL FUNDS MAR 21, 2018
F-Squared's former president ordered to pay $12.4 million over false statements

Judge says Howard Present, who led ETF portfolio management firm, was 'reckless.'

By Bloomberg
ETFS MAR 20, 2018
ETF outflows show growing distaste for U.S. dollar

Investors pull assets from funds that guard against foreign exchange risk.

By Bloomberg
ETFS MAR 20, 2018
Dividend ETF sees 27th week of inflows

Interest in high-dividend stocks suggests fears of Fed rate hikes are fading.

By Bloomberg
ETFS MAR 19, 2018
Lawsuit over exchange-traded note shows peril in democratized investing

ETP industry is reconsidering disclosures at issuance and sale.

By Bloomberg
RETIREMENT PLANNING MAR 17, 2018
Passive target-date funds? No such thing

Glide path requires active decisions from a manager

By John Waggoner
MUTUAL FUNDS MAR 16, 2018
A great year in the markets, but few managers beat their indexes

Their long-term record is even worse, according to a report on indexes versus active managers.

By John Waggoner
EQUITIES MAR 16, 2018
Stock funds and ETFs saw record inflows in latest week

In an about-face, investors are favoring stocks over bonds this year.

By John Waggoner
WIREHOUSES MAR 14, 2018
UBS plans to cut 840 funds from its platform

Broker-dealer will remove about 20% of its 4,200 funds, a trend among wirehouses with several possible reasons behind it.

By Jeff Benjamin
MUTUAL FUNDS MAR 14, 2018
ETF tracking broker-dealers and exchanges rakes in cash

The iShares fund has big holdings in Goldman, Morgan Stanley and Schwab.

By Bloomberg
MUTUAL FUNDS MAR 13, 2018
Money markets undergo sea change

Rates on Treasury bills, dollar Libor are at their highest level since 2008

By Bloomberg
MUTUAL FUNDS MAR 13, 2018
How advisers can hold on to their clients despite Vanguard's broadening reach

First the company added a robo, and now it's beefing up its product offerings with factor-based index ETFs.

By Joe Duran
FINTECH MAR 13, 2018
Emerging market funds are powered by tech stocks

Should clients be concerned about funds' big holdings of Chinese technology stocks?

By John Waggoner
MUTUAL FUNDS MAR 13, 2018
BlackRock's lowest-cost ETFs win almost half of U.S. inflows

Four iShares Core funds have taken in $33.4 billion so far this year, a big chunk of the $75.3 billion added to U.S.-listed ETFs

By Bloomberg
MUTUAL FUNDS MAR 09, 2018
Vanguard crushed active investing. Now it could save it

The asset manager recently rolled out actively traded ETFs with fees comparable to those on smart beta funds

By Bloomberg
MUTUAL FUNDS MAR 09, 2018
Top tech-tracking ETF attracts $616 million in one day

Inflows come after investors pulled $1.2 billion from the Technology Select Sector SPDR Fund in February

By Bloomberg