Mutual Funds

Displaying 5344 results
Calamos plans ESG fund named after NBA star
INVESTING ESG 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
INVESTING 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
INVESTING ESG 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
INVESTING 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
INVESTING ESG 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
INVESTING 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
Massachusetts securities chief goes after single-stock ETFs
INVESTING RIAS AUG 18, 2022
Massachusetts securities chief goes after single-stock ETFs

William Galvin announced a 'sweep' of firms offering the new ETFs, which he compared to gambling at a casino.

By Jeff Benjamin
Vanguard offering passive ESG funds that exclude controversial industries
INVESTING ESG AUG 18, 2022
Vanguard offering passive ESG funds that exclude controversial industries

The investing giant will offer two ETFs tied to indexes that track large corporates and small- to medium-sized businesses in both Europe and the US.

By Bloomberg
Morgan Stanley files to offer its own ETFs
INVESTING ESG AUG 17, 2022
Morgan Stanley files to offer its own ETFs

Decades after coining the term 'exchange-traded fund,' the firm plans to offer four socially conscious funds under the Calvert label.

By Bloomberg
ESG funds being probed by SEC over ceding votes on social issues
INVESTING ESG AUG 15, 2022
ESG funds being probed by SEC over ceding votes on social issues

The agency is asking companies offering ESG funds whether they lend out shares, which could impact their ability to cast ballots in corporate elections.

By Bloomberg
Anti-ESG movement spawns new fund in battle against industry giants
INVESTING RIAS AUG 10, 2022
Anti-ESG movement spawns new fund in battle against industry giants

Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.

By Jeff Benjamin
Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF
INVESTING MUTUAL FUNDS AUG 10, 2022
Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF

The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.

By Bloomberg
Single-stock ETF craze leads to single Treasury bond exposure
INVESTING EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

By Jeff Benjamin
Amundi rolls out ESG separate account for wealthy investors
INVESTING ESG AUG 09, 2022
Amundi rolls out ESG separate account for wealthy investors

The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.

By Jeff Benjamin
BlackRock sees investors turning to thematic ETFs to hedge against inflation
INVESTING ESG AUG 08, 2022
BlackRock sees investors turning to thematic ETFs to hedge against inflation

Interest seen in infrastructure, food-related and clean-energy themes as investors look for long-term structural trends.

By Bloomberg
Sustainable funds with the highest returns in a down year
INVESTING ESG AUG 08, 2022
Sustainable funds with the highest returns in a down year

These 10 funds are doing the best, but they're not like the others.

By Emile Hallez
Are your clients on the wrong glide path? 
INVESTING RETIREMENT PLANNING AUG 08, 2022
Are your clients on the wrong glide path? 

If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.

By InvestmentNews
Covid-themed ETF shifts focus to monkeypox
INVESTING EQUITIES AUG 05, 2022
Covid-themed ETF shifts focus to monkeypox

As the White House declares monkeypox a national health emergency, ETFMG tweaks its marketing without adjusting the portfolio.

By Jeff Benjamin
Schwab crypto ETF begins trading
INVESTING ALTERNATIVES AUG 04, 2022
Schwab crypto ETF begins trading

The fund, which began trading on the NYSE Arca exchange, tracks the firm's Crypto Thematic Index.

By InvestmentNews
Goldman Sachs preps two sustainable ETFs
INVESTING ESG AUG 04, 2022
Goldman Sachs preps two sustainable ETFs

The two products would invest at least 80% of their assets in corresponding indexes built by the firm.

By Emile Hallez