Mutual Funds

Displaying 5358 results
Massachusetts securities chief goes after single-stock ETFs
RIA NEWS 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
ETFS 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
RIA NEWS 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
MUTUAL FUNDS 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
RIA NEWS 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
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
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
RIA NEWS 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
RIA NEWS 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
MUTUAL FUNDS 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? 
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
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
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
MUTUAL FUNDS 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
Fidelity adds five sustainable funds to 529 plans
RIA NEWS AUG 02, 2022
Fidelity adds five sustainable funds to 529 plans

The portfolios were added to programs for Connecticut, New Hampshire and Massachusetts.

By InvestmentNews
Impact funds getting more attention as investors seek to address climate change, racial equity
RIA NEWS AUG 02, 2022
Impact funds getting more attention as investors seek to address climate change, racial equity

A survey published by Calvert Impact Capital found that 94% of advisers said they would like to see more impact products on the market.

By ESG Clarity
Active vs. passive: Market pros weigh in on the best strategy
EQUITIES AUG 01, 2022
Active vs. passive: Market pros weigh in on the best strategy

Passive funds' share of the domestic equity-fund market is close to 58%, but the active-versus-passive debate has become more heated amid the recent stock turmoil.

By Bloomberg
Obsession with income sweeps across asset classes
MUTUAL FUNDS AUG 01, 2022
Obsession with income sweeps across asset classes

Three dividend-focused ETFs rank among the top 10 in terms of equity inflows, and on the fixed-income side, Treasuries have seen a fierce rally.

By Bloomberg
Will a target-date fund crash bury the boomers?
RETIREMENT PLANNING JUL 27, 2022
Will a target-date fund crash bury the boomers?

A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.

By Gregg Greenberg
ETFs that worry Wall Street regulators rake in billions
MUTUAL FUNDS JUL 25, 2022
ETFs that worry Wall Street regulators rake in billions

The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the Securities and Exchange Commission and others.

By Bloomberg