Mutual Funds

Displaying 5349 results
More advisors are jumping on the bitcoin bandwagon
RIA NEWS JAN 27, 2023
More advisors are jumping on the bitcoin bandwagon

With the cryptocurrency's price up 40% so far this year, a new report shows a doggedly bullish outlook among investors and advisors willing to look past extreme volatility.

By Jeff Benjamin
ChatGPT’s ability to make a market-beating ETF is put to the test
FINTECH JAN 27, 2023
ChatGPT’s ability to make a market-beating ETF is put to the test

The AI tool explains that the market is too unpredictable to design such a fund, while warning about the need to pick investments that align with goals and risk tolerance.

By Bloomberg
Portfolio manager providing retirement investors diversification, defense
RETIREMENT PLANNING JAN 26, 2023
Portfolio manager providing retirement investors diversification, defense

Fund manager Michael Cuggino talks about the value that asset classes like precious metals and real estate can provide.

By Gregg Greenberg
Popular 401(k) funds off to strong start in 2023
RETIREMENT PLANNING JAN 25, 2023
Popular 401(k) funds off to strong start in 2023

After tanking in 2022, some of the biggest actively managed funds in 401(k)s are outperforming thanks to a comeback in tech stocks.

By Bloomberg
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus
RIA NEWS JAN 25, 2023
Morgan Stanley's ETF debut strikes chord with fees, tests market with ESG focus

Nearly a year after it announced plans to enter the ETF space, the wirehouse is banking on its Calvert brand to carry the day.

By Jeff Benjamin
New software aims to reduce risk in target-date funds
RETIREMENT PLANNING JAN 23, 2023
New software aims to reduce risk in target-date funds

Soteria blends personalized safe-landing target-date fund glide paths with the personalization of managed accounts.

By Gregg Greenberg
SPY celebrates birthday, marking 30 years of ETFs
MUTUAL FUNDS JAN 23, 2023
SPY celebrates birthday, marking 30 years of ETFs

Here are some key events in the evolution of exchange-traded funds as the SPDR S&P 500 ETF hits 30.

By InvestmentNews
With yields on cash climbing, advisors struggle to keep some clients in stocks
RIA NEWS JAN 20, 2023
With yields on cash climbing, advisors struggle to keep some clients in stocks

Even though history suggests the best strategy has always been to stay invested for the long haul, a safe 4% return is luring more investors to the sidelines.

By Jeff Benjamin
Vegan ETF gets ‘carbon neutral’ rating without credits
ETFS JAN 18, 2023
Vegan ETF gets ‘carbon neutral’ rating without credits

The VegTech Plant-based Innovation & Climate ETF is in line with a 2.12˚F temperature rise.

By Emile Hallez
Transamerica revamps Large Core Fund with ESG treatment
MUTUAL FUNDS JAN 17, 2023
Transamerica revamps Large Core Fund with ESG treatment

Currently, the fund does not have a sustainability mandate and thus has an average sustainability rating from Morningstar.

By Emile Hallez
Touchstone Investments files for ‘climate transition’ ETF
MUTUAL FUNDS JAN 17, 2023
Touchstone Investments files for ‘climate transition’ ETF

Lombard Odier’s Paul Udall is listed as portfolio manager for the forthcoming fund, which would be listed on the Chicago Board Options Exchange.

By ESG Clarity
Look before leaping into value stocks
EQUITIES JAN 10, 2023
Look before leaping into value stocks

Financial advisors express mixed views of the momentum of value versus growth stocks heading into the new year.

By Jeff Benjamin
New ETF bets on companies led by women
EQUITIES JAN 09, 2023
New ETF bets on companies led by women

Hypatia Women CEO ETF leverages the logic that female executives represent a rare level of excellence when it comes to leadership and management skills.

By Jeff Benjamin
DWS readies ‘climate action’ ETF
MUTUAL FUNDS JAN 09, 2023
DWS readies ‘climate action’ ETF

The product, which would invest in companies seen as leaders in addressing climate change in their businesses, would be the 14th Xtrackers ETF with an ESG theme.

By ESG Clarity
Vanguard's efforts to navigate politics of ESG could be blueprint for others
RIA NEWS JAN 06, 2023
Vanguard's efforts to navigate politics of ESG could be blueprint for others

Last month's decision to exit the Net Zero Asset Managers Initiative puts Vanguard in a spotlight it was likely trying to avoid.

By Jeff Benjamin
ESG has DOL's blessing. Here's what can happen next in 401(k)s
RETIREMENT PLANNING JAN 05, 2023
ESG has DOL's blessing. Here's what can happen next in 401(k)s

Target-date funds that are sustainable or responsible are fair game now for retirement plans, but there aren't many of them.

By Emile Hallez
Bob Doll's predictions for 2023 paint less scary picture of year ahead
EQUITIES JAN 03, 2023
Bob Doll's predictions for 2023 paint less scary picture of year ahead

His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.

By Jeff Benjamin
Cathie Wood's grim 2022 is almost over, but 2023 also looks bad
MUTUAL FUNDS DEC 30, 2022
Cathie Wood's grim 2022 is almost over, but 2023 also looks bad

Wall Street has been slashing earnings forecasts for some of the biggest holdings of Wood's flagship ARK Innovation ETF, signaling more pain ahead for a strategy that took a beating in 2022.

By Bloomberg
VanEck liquidates two Russia ETFs
MUTUAL FUNDS DEC 30, 2022
VanEck liquidates two Russia ETFs

Trading in the funds had ceased following Russia's invasion of neighboring Ukraine in February.

By Bloomberg
Vanguard to launch municipal bond index ETF
ETFS DEC 22, 2022
Vanguard to launch municipal bond index ETF

The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.

By Bloomberg