Mutual Funds

Displaying 5349 results
Simplify donates ETF’s $100,000 net profit to cancer group
MUTUAL FUNDS OCT 12, 2022
Simplify donates ETF’s $100,000 net profit to cancer group

The ETF is designed so that all net profits from managing the fund are donated to Susan G. Komen on an annual basis.

By InvestmentNews
Rising interest rates make cash management fun again
EQUITIES OCT 10, 2022
Rising interest rates make cash management fun again

Financial advisers are adding value by finding higher yields for clients' cash balances.

By Jeff Benjamin
DOL set to finalize ESG rule for retirement plans
RETIREMENT PLANNING OCT 07, 2022
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.

By Emile Hallez
Joe Biden lights up marijuana stocks
ALTERNATIVES OCT 07, 2022
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.

By Jeff Benjamin
New ETFs would package best, worst of Jim Cramer's stock picks
EQUITIES OCT 06, 2022
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.

By Jeff Benjamin
ESG investments move a step closer to strict definitions and certification
RIA NEWS OCT 05, 2022
ESG investments move a step closer to strict definitions and certification

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

By Jeff Benjamin
iShares files for three more ‘ESG aware’ ETFs
MUTUAL FUNDS OCT 05, 2022
iShares files for three more ‘ESG aware’ ETFs

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

By Emile Hallez
Vanguard gaining ground on BlackRock in the $6 trillion US ETF universe
MUTUAL FUNDS OCT 05, 2022
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.

By Bloomberg
Market pain boosts case for adding alternatives to retirement accounts
RETIREMENT PLANNING OCT 04, 2022
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.

By Gregg Greenberg
Schwab adds 800 funds to no-transaction-fee program
RIA NEWS OCT 04, 2022
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.

By InvestmentNews
Hennessy to add ESG ETF from Stance Capital
ETFS SEP 30, 2022
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.

By ESG Clarity
BlackRock plans crypto ETF that tracks firms with exposure to metaverse
ALTERNATIVES SEP 30, 2022
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.

By Bloomberg
‘Expert’ investors value ESG more than novices
MUTUAL FUNDS SEP 29, 2022
‘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.

By ESG Clarity
With ETFs becoming the darling of investors of all ages, direct indexing looks for opening
RIA NEWS SEP 28, 2022
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.

By Jeff Benjamin
Schwab to launch Schwab Municipal Bond ETF with ultra-low fee
ETFS SEP 28, 2022
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%.

By Bloomberg
Vanguard sends up the white flag on struggling factor-based strategy
EQUITIES SEP 26, 2022
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.

By Jeff Benjamin
Traders flocking to cash instead of moving capital into riskier assets
MUTUAL FUNDS SEP 26, 2022
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.

By Bloomberg
New ETF centers on carbon trading futures
ETFS SEP 16, 2022
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.

By Emile Hallez
ETFs that track stock trades of members of Congress planned
MUTUAL FUNDS SEP 16, 2022
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.

By Bloomberg
J.P. Morgan adds three active ETFs with ESG themes
RIA NEWS SEP 14, 2022
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.

By Emile Hallez