Mutual Funds

Displaying 5359 results
Employers fret about retirement income
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
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
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
MUTUAL FUNDS 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
MUTUAL FUNDS 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
MUTUAL FUNDS 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
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
RIA NEWS 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
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
MUTUAL FUNDS 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
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
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
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
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
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
Betting against Bitcoin may get easier with futures ETF filing
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
RIA NEWS 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
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
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
MUTUAL FUNDS 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