Mutual Funds

Displaying 5349 results
Trump Media takes finance ambitions further with investment fund
MUTUAL FUNDS FEB 21, 2025
Trump Media takes finance ambitions further with investment fund

The parent company of Truth Social said it will look for companies set to benefit from the "growing America First Economy."

By Bloomberg
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says
ETFS FEB 13, 2025
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape the landscape.

By Leo Almazora
Vanguard scores strategic wins with latest fee cuts
ETFS FEB 05, 2025
Vanguard scores strategic wins with latest fee cuts

The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.

By Leo Almazora
Why over a fourth of advisors are holding off on model portfolios
PRACTICE MANAGEMENT FEB 04, 2025
Why over a fourth of advisors are holding off on model portfolios

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

By Leo Almazora
A clarifying time for sustainable investing
RIA NEWS FEB 03, 2025
A clarifying time for sustainable investing

Big fund companies have backed off of ESG, and US funds have closed amid political pressure and as investors have pulled money from them. The funds that remain reveal which managers are committed.

By Emile Hallez
Dodge & Cox reveals CEO Dana Emery to step down
MUTUAL FUNDS JAN 10, 2025
Dodge & Cox reveals CEO Dana Emery to step down

The mutual fund giant's chair and chief executive is retiring after a lengthy 40-year tenure at the firm.

By Leo Almazora
Closed-end fund investors seeking to build on solid 2024 returns
EQUITIES JAN 08, 2025
Closed-end fund investors seeking to build on solid 2024 returns

Wealth managers see the market setting up nicely for another positive year for closed-end funds and BDCs.

By Gregg Greenberg
Most asset managers still rosy on sustainable investing
RIA NEWS DEC 18, 2024
Most asset managers still rosy on sustainable investing

Fewer are calling their strategies "ESG," but fund companies and institutional investors told US SIF they see the category growing over the next couple years.

By Emile Hallez
Mutual fund flips to ETFs hit a record in 2024
ETFS DEC 17, 2024
Mutual fund flips to ETFs hit a record in 2024

But even after an epic year with more ETF conversions expected, one expert argues mutual funds will always have a place.

By Bloomberg
Investors still lacking mutual fund fee literacy, suggests SEC report
MUTUAL FUNDS DEC 13, 2024
Investors still lacking mutual fund fee literacy, suggests SEC report

Research points to a lack of cost-consciousness, potential benefits from 'fee meters,' and how one major misconception might keep investors from seeking cheaper options.

By Leo Almazora
Model portfolio adoption on the rise among advisors
ETFS DEC 12, 2024
Model portfolio adoption on the rise among advisors

New State Street research unpacks the advantages for client satisfaction, tax personalization, and building trusting relationships.

By Leo Almazora
‘No detractor’ to using direct indexing as an investment strategy
EQUITIES DEC 06, 2024
‘No detractor’ to using direct indexing as an investment strategy

Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.

By Josh Welsh
Mutual fund-to-ETF flips are winning moves, finds BofA research
ETFS NOV 27, 2024
Mutual fund-to-ETF flips are winning moves, finds BofA research

Analysis points to an "ETF advantage" for struggling asset managers, with the average strategy staging a post-conversion comeback after years of outflows.

By Leo Almazora
Ken Leech formally charged by SEC, US Attorney's Office
MUTUAL FUNDS NOV 25, 2024
Ken Leech formally charged by SEC, US Attorney's Office

For several years, Leech allegedly favored some clients in trade allocations, at the cost of others, amounting to $600 million, according to the Department of Justice.

By Emile Hallez
ICI seeks Trump's support for investment rules revamp
MUTUAL FUNDS NOV 18, 2024
ICI seeks Trump's support for investment rules revamp

The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.

By Leo Almazora
BlackRock wades further into active ETFs with first mutual-fund flip
ETFS NOV 18, 2024
BlackRock wades further into active ETFs with first mutual-fund flip

The asset management titan's latest maneuver to convert an international dividend strategy puts it in league with rivals including Dimensional Fund Advisors and Fidelity.

By Bloomberg
Millennials more likely to seek stock gains through index funds
EQUITIES NOV 06, 2024
Millennials more likely to seek stock gains through index funds

Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.

By Leo Almazora
BlackRock gets in line for the elusive ETF share class
ETFS NOV 01, 2024
BlackRock gets in line for the elusive ETF share class

The giant asset manager's "timing is interesting", says analyst as State Street goes the other way, seeking approval for mutual fund share classes of existing ETFs.

By Emile Hallez
Vanguard culling its legacy mutual fund account system by end of 2025
MUTUAL FUNDS OCT 25, 2024
Vanguard culling its legacy mutual fund account system by end of 2025

If a legacy transfer agent system falls in the forest, and no one is around to hear it, does it make a sound?

By Emile Hallez
World's top asset managers rebounded to $128T in 2023
ETFS OCT 23, 2024
World's top asset managers rebounded to $128T in 2023

BlackRock, Vanguard and Fidelity topped the AUM league table while passive strategies cemented their place with a new asset record.

By Leo Almazora