Mutual Funds

Displaying 5349 results
BlackRock to offer two buffer ETFs that aim to limit investors' losses
ETFS APR 03, 2023
BlackRock to offer two buffer ETFs that aim to limit investors' losses

The two funds would both track the returns of the iShares Core S&P 500 ETF, using options to try to reduce potential fluctuations in investors' returns.

By Bloomberg
MSCI to downgrade ESG ratings on over 30,000 funds
ETFS APR 03, 2023
MSCI to downgrade ESG ratings on over 30,000 funds

The firm’s ratings unit overhauls its methodology as ESG score providers continue to draw criticism for using inconsistent approaches that have yet to be properly regulated.

By Bloomberg
Love it or hate it, ESG has been around for decades — and it isn’t going away
MUTUAL FUNDS APR 03, 2023
Love it or hate it, ESG has been around for decades — and it isn’t going away

Interest both for and against sustainable investing will almost certainly be rising — and that means that financial advisors can’t afford to ignore it.

By Emile Hallez
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing
MUTUAL FUNDS MAR 31, 2023
Why that $6.2 billion outflow from an ESG ETF is not the end of sustainable investing

Excluding the iShares ESG Aware ETF, sustainable funds saw positive net sales so far this year, according to data from Morningstar Direct.

By Emile Hallez
2022 was rough year for near-retirees in target-date funds
RETIREMENT PLANNING MAR 29, 2023
2022 was rough year for near-retirees in target-date funds

While stock and bond allocations hurt the performance of TDFs last year, fees declined and assets flowed to collective investment trusts, Morningstar found.

By Emile Hallez
Investors focus on climate, abortion access in potential record proxy season
MUTUAL FUNDS MAR 27, 2023
Investors focus on climate, abortion access in potential record proxy season

After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.

By Emile Hallez
Financial advisors torn between trusting the Fed and trusting the bond market
RIA NEWS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

By Jeff Benjamin
Green funds have run out of ‘investible’ assets, Impax CEO says
RIA NEWS MAR 27, 2023
Green funds have run out of ‘investible’ assets, Impax CEO says

Without more green investments, the likelihood of avoiding the worst impacts of climate change becomes increasingly remote, according to the IPCC.

By Bloomberg
American Funds gets the trophy at Lipper Awards
EQUITIES MAR 24, 2023
American Funds gets the trophy at Lipper Awards

In the economic aftermath of the pandemic, some strategies performed better than others.

By Emile Hallez
Strive Asset Management to bring anti-ESG to PEP 401(k)
RETIREMENT PLANNING MAR 22, 2023
Strive Asset Management to bring anti-ESG to PEP 401(k)

The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.

By Emile Hallez
Investors face big tax bills for these mutual funds
MUTUAL FUNDS MAR 22, 2023
Investors face big tax bills for these mutual funds

Even though the S&P 500 fell 19% last year, fund managers’ sales of securities to adjust their positions can result in capital gains.

By Bloomberg
Covered call ETFs uncovered
ETFS MAR 21, 2023
Covered call ETFs uncovered

The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.

By Jeff Benjamin
ESG opponent Strive gets warm welcome from some state pensions
RETIREMENT PLANNING MAR 16, 2023
ESG opponent Strive gets warm welcome from some state pensions

Co-founder Vivek Ramaswamy, who recently stepped down to campaign for president, has said he wants to take politics out of investing.

By Emile Hallez
Bipartisan lawmakers warn SEC to tread carefully on mutual fund proposal
MUTUAL FUNDS MAR 10, 2023
Bipartisan lawmakers warn SEC to tread carefully on mutual fund proposal

GOP Rep. Ann Wagner and Democrat Brad Sherman, leaders of a committee with SEC jurisdiction, echo financial industry concerns that the plan will harm retirement savers.

By Mark Schoeff Jr.
Income solutions remain sticking point for retirement plan sponsors, survey shows
RETIREMENT PLANNING MAR 10, 2023
Income solutions remain sticking point for retirement plan sponsors, survey shows

NEPC's study shows a lack of industry consensus on how to create meaningful retirement income solutions in companies' defined-contribution plans.

By Gregg Greenberg
Federal appeals court questions SEC's decision to reject Grayscale bitcoin ETF proposal
ALTERNATIVES MAR 07, 2023
Federal appeals court questions SEC's decision to reject Grayscale bitcoin ETF proposal

Grayscale sued, asking the DC Circuit Court to overturn a decision the firm called arbitrary and discriminatory because the agency had already approved ETFs that track bitcoin futures.

By Bloomberg
Advisors flock to ETF that upends traditional value investing metrics
RIA NEWS MAR 07, 2023
Advisors flock to ETF that upends traditional value investing metrics

Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.

By Jeff Benjamin
Morgan Stanley ESG ETFs get the cold shoulder
RIA NEWS MAR 03, 2023
Morgan Stanley ESG ETFs get the cold shoulder

Critics say Morgan Stanley's big launch of six Calvert ETFs was poorly timed in an environment where ESG has become a political football.

By Jeff Benjamin
New ETFs let investors bet for or against Jim Cramer's picks
MUTUAL FUNDS MAR 02, 2023
New ETFs let investors bet for or against Jim Cramer's picks

The funds are the brainchild of the manager behind anti-ARK ETF, which gave investors an easy way to wager against Cathie Wood's flagship strategy.

By Bloomberg
Institutional investors lean into active management, despite trend toward passive
EQUITIES MAR 01, 2023
Institutional investors lean into active management, despite trend toward passive

A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.

By Jeff Benjamin