Mutual Funds

Displaying 5344 results
Fidelity adds five sustainable funds to 529 plans
INVESTING ESG 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
INVESTING ESG 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
INVESTING 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
INVESTING 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?
INVESTING 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
INVESTING 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
SEC fines Private Advisor Group $5.8 million for using high-fee mutual funds
INVESTING BROKER DEALERS JUL 22, 2022
SEC fines Private Advisor Group $5.8 million for using high-fee mutual funds

It's the latest action in the SEC's long-running campaign to crack down on disclosure and best-execution failures involving 12b-1 fees.

By Mark Schoeff Jr.
Cathie Wood’s Ark shutters transparency ETF in first closure
INVESTING MUTUAL FUNDS JUL 21, 2022
Cathie Wood’s Ark shutters transparency ETF in first closure

The ARK Transparency ETF gained only $12 million in assets since inception, a fraction of the $9 billion in Wood’s flagship fund.

By Bloomberg
Single-stock ETFs could be new gold rush for Wall Street
INVESTING EQUITIES JUL 18, 2022
Single-stock ETFs could be new gold rush for Wall Street

More than 80 exchange-traded funds tracking single stocks are planned, covering some 37 companies.

By Bloomberg
Coming soon: Single-stock ETFs for traders but not investors
INVESTING EQUITIES JUL 13, 2022
Coming soon: Single-stock ETFs for traders but not investors

The first examples of this new strain of ETF creativity could hit the markets within days, giving day traders another toy and financial advisers another headache.

By Jeff Benjamin
God Bless America ETF may be coming soon with ticker YALL
INVESTING ESG JUL 13, 2022
God Bless America ETF may be coming soon with ticker YALL

The exchange-traded fund seeks to invest in companies that create American jobs and will screen out firms that stress political activism.

By Bloomberg
Fidelity moves into liquid alts space with two new mutual funds
INVESTING ALTERNATIVES JUL 12, 2022
Fidelity moves into liquid alts space with two new mutual funds

The debut of the macro opportunities and risk parity strategies paves the way for an expanding alternatives lineup.

By Jeff Benjamin
BlackRock sees 30% jump in flows to suite of climate ETFs
INVESTING ESG JUL 07, 2022
BlackRock sees 30% jump in flows to suite of climate ETFs

The nine ETFs, which have tracked EU-regulated climate transition benchmarks since October, attracted a net $2.7 billion this year as of mid-June.

By Bloomberg
Massachusetts orders Vanguard to repay investors $5.5 million for TDF taxes
INVESTING MUTUAL FUNDS JUL 06, 2022
Massachusetts orders Vanguard to repay investors $5.5 million for TDF taxes

Vanguard lowered the account minimum for an institutional target-date fund, causing a migration from the retail TDF, leaving those who held onto it in taxable accounts with a big capital gains bill.

By Mark Schoeff Jr.
New ETFs only invest at night and aim for dreamy returns
INVESTING RIAS JUL 05, 2022
New ETFs only invest at night and aim for dreamy returns

The NightShares strategy involves buying the index at the end of the day and selling it every morning.

By Jeff Benjamin
It's not too late to join the liquid alts party, Morningstar says
INVESTING RIAS JUL 01, 2022
It's not too late to join the liquid alts party, Morningstar says

Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.

By Jeff Benjamin
Nuveen ‘net zero’ ETF includes oil and gas holdings
INVESTING ESG JUN 29, 2022
Nuveen ‘net zero’ ETF includes oil and gas holdings

The Nuveen Global Net Zero Transition ETF seeks to decarbonize by engaging with high emitters.

By ESG Clarity
Yield-hungry investors are flocking to high-dividend ETFs
INVESTING MUTUAL FUNDS JUN 28, 2022
Yield-hungry investors are flocking to high-dividend ETFs

With bonds slumping, a record amount of money is pouring into exchange-trade funds focused on big dividend payouts.

By Bloomberg
When it comes to fees, how advisers charge is as important to clients as how much
INVESTING RIAS JUN 13, 2022
When it comes to fees, how advisers charge is as important to clients as how much

Deducting fees from client portfolios can introduce the punishing long-term consequences of reverse compounding.

By Jeff Benjamin
Putnam planning 5 new active ESG-focused ETFs
INVESTING ESG JUN 08, 2022
Putnam planning 5 new active ESG-focused ETFs

The new exchange-traded funds will serve as the underlying components for Putnam's ESG-focused target-date series, in addition to the company's existing Sustainable Leaders ETF and Sustainable Future ETF.

By InvestmentNews