Mutual Funds

Displaying 5344 results
Betting against Bitcoin may get easier with futures ETF filing
INVESTING ALTERNATIVES APR 06, 2022
Betting against Bitcoin may get easier with futures ETF filing

ProShares wants to launch an exchange-traded fund that would track the inverse performance of an index of Bitcoin futures.

By Bloomberg
State Street launches active muni ESG fund
INVESTING ESG APR 05, 2022
State Street launches active muni ESG fund

The exchange-traded fund is sub-advised by Nuveen Asset Management, a unit of TIAA.

By InvestmentNews
Thematic fund taps into rising interest rates
INVESTING MUTUAL FUNDS APR 04, 2022
Thematic fund taps into rising interest rates

Designed to go up in value when rates rise, the FolioBeyond Rising Rates ETF is well suited to the current environment.

By Jeff Benjamin
Manning & Napier goes private, sells at 41% premium to Callodine
INVESTING EQUITIES APR 01, 2022
Manning & Napier goes private, sells at 41% premium to Callodine

The 52-year-old asset manager with nearly $20 billion under management will become a subsidiary of Callodine Group.

By Jeff Benjamin
American Century's Avantis adds ESG ETFs
INVESTING ESG APR 01, 2022
American Century's Avantis adds ESG ETFs

The Avantis Responsible U.S. Equity, International Equity and Emerging Markets ETFs join Avantis’ current line of 11 exchange-traded ETFs.

By Emile Hallez
BlackRock cuts fees on biggest bond ETF, takes ax to expenses on two stock ETFs
INVESTING MUTUAL FUNDS APR 01, 2022
BlackRock cuts fees on biggest bond ETF, takes ax to expenses on two stock ETFs

Issuer reduces the expense ratio on the $85 billion iShares Core U.S. Aggregate Bond ETF to 0.03% from 0.04%.

By Bloomberg
Net contributions to target-date funds topped $170 billion in 2021
INVESTING RETIREMENT PLANNING MAR 31, 2022
Net contributions to target-date funds topped $170 billion in 2021

Roughly 86% of last year's net inflows went into collective investment trusts, which now hold 45% of total TDF assets.

By InvestmentNews
Exclusive: Morgan Stanley lays out plans to enter the ETF market
INVESTING ETFS MAR 29, 2022
Exclusive: Morgan Stanley lays out plans to enter the ETF market

The $1.5 trillion investment manager is designing a full-scale ETF platform, and plans to launch its first ETFs this year.

By Jeff Benjamin
Pennsylvania RIA loses to SEC in 12b-1 fee trial
INVESTING RIAS MAR 28, 2022
Pennsylvania RIA loses to SEC in 12b-1 fee trial

According to the SEC, Ambassador Advisors generated at least $777,000 in fees by investing in 12b-1 share classes when other share classes were available for the same mutual fund.

By Bruce Kelly
Mom and pop buying fewer muni bonds directly
INVESTING MUTUAL FUNDS MAR 25, 2022
Mom and pop buying fewer muni bonds directly

Instead, retail investors are moving toward buying mutual funds and ETFs, which have roughly doubled their holdings of municipal securities over the last decade.

By Bloomberg
J.P. Morgan adds retirement spending tool to target-date funds
INVESTING RETIREMENT PLANNING MAR 22, 2022
J.P. Morgan adds retirement spending tool to target-date funds

The tool will help participants in the firm's SmartRetirement funds withdraw a portion of the money they have invested each year after they retire.

By InvestmentNews
Financial advisers starting to view economic outlook as a glass half empty
INVESTING RIAS MAR 18, 2022
Financial advisers starting to view economic outlook as a glass half empty

The results from the most recent InvestmentNews survey shows sentiment is turning south.

By Jeff Benjamin
Suit against Vanguard focuses on big tax bills for target-date funds
INVESTING RETIREMENT PLANNING MAR 15, 2022
Suit against Vanguard focuses on big tax bills for target-date funds

Vanguard was forced to sell as much as 15% of the assets in retail target-date funds, resulting in substantial capital gains taxes for investors who held the funds in taxable accounts, the lawsuit asserts.

By Mark Schoeff Jr.
Largest China tech ETF in U.S. wipes out nine years of gains
INVESTING MUTUAL FUNDS MAR 15, 2022
Largest China tech ETF in U.S. wipes out nine years of gains

KraneShares CSI China Internet Fund slumped more than 11% Monday, bringing its decline over the past three days to 28%.

By Bloomberg
Gundlach’s DoubleLine gets SEC green light to launch its first ETFs
INVESTING MUTUAL FUNDS MAR 11, 2022
Gundlach’s DoubleLine gets SEC green light to launch its first ETFs

The firm's applications related to the DoubleLine Opportunistic Bond ETF and the DoubleLine Shiller CAPE U.S. Equities ETF have been granted 'effective immediately.'

By Bloomberg
ETFs find a crisis they can't trade through in Ukraine
INVESTING MUTUAL FUNDS MAR 11, 2022
ETFs find a crisis they can't trade through in Ukraine

Every ETF focused on Russian stocks will soon be suspended, a kind of shutdown that never resulted from previous events like the Arab Spring or even Covid.

By Bloomberg
Finra seeks comments on possible changes to oversight of complex products
INVESTING ALTERNATIVES MAR 10, 2022
Finra seeks comments on possible changes to oversight of complex products

The regulator is assessing the risks that may arise when retail investors purchase complicated investments without the help of a financial adviser.

By Mark Schoeff Jr.
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards
INVESTING EQUITIES MAR 10, 2022
T. Rowe Price, Calamos Advisors bring home overall fund company Lipper Awards

Fidelity tops all fund companies with 35 individual fund trophies; Carillon Tower Advisers wins the small-company fixed-income award for the second straight year.

By Jeff Benjamin
Pelosi's portfolio performance now wrapped in an ETF
INVESTING EQUITIES MAR 08, 2022
Pelosi's portfolio performance now wrapped in an ETF

Retail investors can now benefit from the inside scoop right along with the 18-term U.S. representative.

By Jeff Benjamin
Vanguard tightens grip on $6.8 trillion ETF market
INVESTING MUTUAL FUNDS MAR 07, 2022
Vanguard tightens grip on $6.8 trillion ETF market

Strong inflows into its exchange-traded funds so far this year, coming on top of its record-shattering $328 million haul last year, put Vanguard on course to surprass BlackRock as the largest ETF manager within the next two years.

By Bloomberg