Mutual Funds

Displaying 5358 results
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
AllianceBernstein enters ETF arena with its first set of active ETFs
MUTUAL FUNDS SEP 14, 2022
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.

By Bloomberg
Single-stock ETFs take the field but many yellow flags are falling
RIA NEWS SEP 12, 2022
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.

By Jeff Benjamin
Advisers to fill portfolio chinks with fixed income and alts 
ALTERNATIVES SEP 12, 2022
Advisers to fill portfolio chinks with fixed income and alts 

While advisers may not expect anywhere near the market growth over the next year that investors enjoyed in 2021, many advisers believe they’ve already seen the bottom this year.

By Devin McGinley
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January
RIA NEWS SEP 09, 2022
As rate hikes slow mortgage refinancing, ETF rides to a 27% gain since January

The FolioBeyond Rising Rates ETF, which launched in October, is gaining appeal for advisers as it nears the $100 million mark.

By Jeff Benjamin
Big change is coming for 401(k)s
OPINION SEP 06, 2022
Big change is coming for 401(k)s

The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.

By Mitchell Shames
Calamos plans ESG fund named after NBA star
MUTUAL FUNDS AUG 30, 2022
Calamos plans ESG fund named after NBA star

The fund, bearing the name of Milwaukee Bucks power forward Giannis Antetokounmpo, would exclude fossil fuels, mining and other activities.

By Emile Hallez
Kovack Securities dinged by Finra for A-share trades
PRACTICE MANAGEMENT AUG 26, 2022
Kovack Securities dinged by Finra for A-share trades

The firm was fined $210,000 for falling short on its supervision of short-term mutual fund trades, the regulator said.

By Bruce Kelly
Vanguard preps global environmental fund
RIA NEWS AUG 25, 2022
Vanguard preps global environmental fund

The active fund will be subadvised by Ninety One North America and will hold about 25 global 'environmental companies' in its portfolio.

By ESG Clarity
Cheap ETFs suck billions from bigger siblings
MUTUAL FUNDS AUG 22, 2022
Cheap ETFs suck billions from bigger siblings

The world's largest ETF, the $387 billion SPDR S&P 500 Trust, continues to fall victim to the trend as money managers gravitate to its lower-cost clone.

By Bloomberg
BlackRock says SEC proposal on ESG disclosures will backfire
MUTUAL FUNDS AUG 22, 2022
BlackRock says SEC proposal on ESG disclosures will backfire

The asset manager said requiring new disclosures for funds that just consider ESG criteria among many other factors could muddle the situation.

By Bloomberg
Lincoln Financial launches QDIA with Stadion
RETIREMENT PLANNING AUG 19, 2022
Lincoln Financial launches QDIA with Stadion

The QDIA combines a target-date fund for younger individuals and Stadion’s StoryLine managed account service for participants aged 50 and older.

By InvestmentNews