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Mutual Funds

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Topic

DOL set to finalize ESG rule for retirement plans

The final rule is coming out at a time when sustainable investing has become a political flashpoint.

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Joe Biden lights up marijuana stocks

The presidential pardon for those with marijuana convictions was interpreted as a step toward federal decriminalization and sparked a rally in funds offering exposure to cannabis companies.

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New ETFs would package best, worst of Jim Cramer’s stock picks

Tuttle Capital Management is seeking SEC approval to launch two active ETFs populated with the 'Mad Money' host's favorite stocks.

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ESG investments move a step closer to strict definitions and certification

Fintech firms are joining forces to help investors avoid the pitfalls of greenwashing.

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iShares files for three more ‘ESG aware’ ETFs

The world’s biggest asset manager keeps rolling out sustainability themed products.

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Vanguard gaining ground on BlackRock in the $6 trillion US ETF universe

Nearly $45 billion flowed into Vanguard ETFs in the third quarter, compared to BlackRock Inc.’s $25 billion haul.

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Market pain boosts case for adding alternatives to retirement accounts

An increasing number of wealth managers are diversifying their clients’ portfolios away from traditional asset classes into alternative, and often less liquid, assets.

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Schwab adds 800 funds to no-transaction-fee program

The funds are in addition to the more than 130 no-transaction-fee, institutional share class funds from T. Rowe Price on the platform, which was announced in December.

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Hennessy to add ESG ETF from Stance Capital

The $40 million fund invests at least 80% of its net assets in stocks of large cap companies that meet ESG criteria determined by the portfolio managers.

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BlackRock plans crypto ETF that tracks firms with exposure to metaverse

The fund might include firms that have products or services tied to virtual platforms, social media, gaming, digital assets and augmented reality.

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‘Expert’ investors value ESG more than novices

A Schroders study, which surveyed more than 23,000 individuals globally, found people seek sustainable investments for multiple reasons.

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With ETFs becoming the darling of investors of all ages, direct indexing looks for opening

New Schwab research shows the growing appeal of exchange-traded funds, while raising questions about whether investors are open to direct indexing.

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Schwab to launch Schwab Municipal Bond ETF with ultra-low fee

The new fund will have an expense ratio of just 0.03%. That’s lower than even The Vanguard Group’s $17 billion muni ETF, which charges 0.05%.

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Vanguard sends up the white flag on struggling factor-based strategy

The index fund giant is making history with its first-ever shuttering of a U.S.-listed ETF, but it's not elaborating on its plans for its five other factor-based funds.

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Traders flocking to cash instead of moving capital into riskier assets

Cash saw inflows of $30 billion in the week through Sept. 21 with the vast bulk now earning upwards of 2%, with pockets paying 3%, 4% or more.

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New ETF centers on carbon trading futures

The Carbon Strategy ETF, which is listed on NYSE Arca, will hold futures contracts on carbon allowances in emissions trading systems in Europe and North America.

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ETFs that track stock trades of members of Congress planned

A pair of exchange-traded funds would analyze the financial disclosure of lawmakers from both parties and their spouses and dependent children.

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J.P. Morgan adds three active ETFs with ESG themes

The firm's other active sustainable exchange-traded fund, Climate Change Solutions, launched in 2021.

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AllianceBernstein enters ETF arena with its first set of active ETFs

The asset manager's initial lineup includes the Ultra Short Income and Tax-Aware Short Duration Municipal ETFs.

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Single-stock ETFs take the field but many yellow flags are falling

Regulators, analysts and financial advisers worry the easy access to enhanced performance will hurt unsophisticated investors.