Mutual Funds

Displaying 5344 results
Advisers who ignore ESG do so at their own r-i-s-k
INVESTING ESG MAY 02, 2022
Advisers who ignore ESG do so at their own r-i-s-k

As interest in ESG investing grows, advisers are reaching an inflection point.

By Emile Hallez
Popular retirement funds suffer as tech stocks plunge
INVESTING RETIREMENT PLANNING APR 30, 2022
Popular retirement funds suffer as tech stocks plunge

Many growth-oriented stock funds offered in 401(k) plans are down more than 10% so far this year.

By Bloomberg
Bond market 'bloodbath' opens a door for income investors
INVESTING ALTERNATIVES APR 29, 2022
Bond market 'bloodbath' opens a door for income investors

As fixed income suffers the brunt of the Fed's efforts to catch up on inflation, financial advisers suddenly have an alternative for short-term cash allocations.

By Jeff Benjamin
KraneShares adds carbon-offset ETF
INVESTING ESG APR 29, 2022
KraneShares adds carbon-offset ETF

The product is the first to include the top carbon-offset futures markets into one fund, the firm says.

By InvestmentNews
ESG ETF flows down in Q1
INVESTING ESG APR 28, 2022
ESG ETF flows down in Q1

Sales were the second-highest ever but still far behind those from a year ago, according to ETFGI.

By Emile Hallez
Employers fret about retirement income
INVESTING RETIREMENT PLANNING APR 28, 2022
Employers fret about retirement income

Just 66% say target-date funds do extremely well or very well when it comes to helping plan participants deal with their income needs during retirement.

By InvestmentNews
Bitcoin ‘stuck at the moment’ as record cash flees crypto ETFs
INVESTING ALTERNATIVES APR 26, 2022
Bitcoin ‘stuck at the moment’ as record cash flees crypto ETFs

A UBS analysis shows April is set to see the largest crypto-ETF outflows on record, with investors having pulled more than $417 million so far this month.

By Bloomberg
Cannabis investments mellow as Congress tarries on decriminalization
INVESTING EQUITIES APR 19, 2022
Cannabis investments mellow as Congress tarries on decriminalization

With the Biden administration having let them down, the marijuana industry is now betting on a Republican takeover of Congress.

By Jeff Benjamin
Climate funds double in assets: Morningstar
INVESTING ESG APR 18, 2022
Climate funds double in assets: Morningstar

A report shows that in the US, total money in climate mutual funds and ETFs hit $31 billion at the end of 2021.

By Emile Hallez
Global X adds green-building ETF
INVESTING ESG APR 14, 2022
Global X adds green-building ETF

The demand for new housing in urban areas will only rise, and buildings are responsible for 38% of energy-related carbon emissions, the company says.

By ESG Clarity
Do-good funds are booming as ETF launches double from last year
INVESTING ESG APR 14, 2022
Do-good funds are booming as ETF launches double from last year

At least 20 exchange-traded funds focused on environmental, social and governance criteria have launched so far this year, as issuers try to grab a slice of the market that's winning new cash.

By Bloomberg
Advisers weigh the appeal of the commodity rally
INVESTING ALTERNATIVES APR 13, 2022
Advisers weigh the appeal of the commodity rally

As commodity funds post double-digit gains this year, some advisers wonder if it's too late to join the party.

By Jeff Benjamin
Dimensional preps low-carbon ETFs
INVESTING ESG APR 13, 2022
Dimensional preps low-carbon ETFs

The four exchange-traded funds aim for lower emissions exposure than comparable products, the fund manager said.

By Emile Hallez
Fidelity adds two ETFs focusing on crypto, metaverse
INVESTING ALTERNATIVES APR 12, 2022
Fidelity adds two ETFs focusing on crypto, metaverse

One of the funds will track the digital payments industry, and the other will focus on companies tied to emerging virtual worlds.

By InvestmentNews
Dimensional plans four do-good funds in latest ETF expansion
INVESTING ESG APR 10, 2022
Dimensional plans four do-good funds in latest ETF expansion

The funds will focus on investments in stocks and bonds worldwide that are associated with low emissions of greenhouse gases.

By Bloomberg
Bank ETF posts biggest cash exodus since 2020 ahead of earnings
INVESTING MUTUAL FUNDS APR 09, 2022
Bank ETF posts biggest cash exodus since 2020 ahead of earnings

More than $2.5 billion has exited the $42 billion Financial Select Sector SPDR Fund last week.

By Bloomberg
Capital Group, Morningstar offer personalized TDFs
INVESTING RETIREMENT PLANNING APR 08, 2022
Capital Group, Morningstar offer personalized TDFs

Target Date Plus helps participants to determine a mix of target-date funds that is more suited to their particular needs.

By InvestmentNews
JPMorgan kicking off $9 billion of mutual fund-to-ETF switches
INVESTING MUTUAL FUNDS APR 08, 2022
JPMorgan kicking off $9 billion of mutual fund-to-ETF switches

It’s the first of four planned conversions by the firm that will shift around $9 billion of assets into exchange-traded funds by mid-June.

By Bloomberg
Neuberger Berman joins Wall Street ETF rush with thematic funds
INVESTING MUTUAL FUNDS APR 07, 2022
Neuberger Berman joins Wall Street ETF rush with thematic funds

The three new funds were created in response to clients who wanted access to the firm’s strategies via ETFs, says Neuberger CIO Hari Ramanan.

By Bloomberg
Finra bars ex-Cetera rep who used clients’ money for own family's investments
INVESTING PRACTICE MANAGEMENT APR 06, 2022
Finra bars ex-Cetera rep who used clients’ money for own family's investments

The broker, Marianne O'Shee Smith, a 34-year veteran of the securities industry, used $45,100 she had received from three customers, all senior citizens.

By Bruce Kelly