Mutual Funds

Displaying 5349 results
ETFs find a crisis they can't trade through in Ukraine
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
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
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
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
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
Schwab goes off script with crypto ETF filing
ALTERNATIVES MAR 03, 2022
Schwab goes off script with crypto ETF filing

The index-based strategy, which has been described as 'baby steps' into the crypto space, will not offer direct exposure to digital currencies.

By Jeff Benjamin
Russian invasion and sanctions drive oil price rally
EQUITIES FEB 28, 2022
Russian invasion and sanctions drive oil price rally

While the S&P 500 Index has fallen 6% so far this year, some exchange-traded funds that focus on the oil sector have surged.

By Jeff Benjamin
Last great ETF holdout caves as Capital Group launches funds
MUTUAL FUNDS FEB 24, 2022
Last great ETF holdout caves as Capital Group launches funds

One ETF will focus on fixed income, three will invest primarily in U.S. equities, and two will be devoted to global stocks.

By Bloomberg
SEC flooded with comment letters about Bitcoin ETFs
ALTERNATIVES FEB 22, 2022
SEC flooded with comment letters about Bitcoin ETFs

Hundreds of comments have been published online in the past two weeks, after Grayscale Investments launched a media campaign encouraging the public to weigh in on a Bitcoin ETF.

By Sean Allocca
The confusion over crypto assets
ALTERNATIVES FEB 21, 2022
The confusion over crypto assets

Clients are demanding access to digital assets. But how — and when — will brokers be able to sell them?

By Bruce Kelly
Why RIAs should look at PE the way PE looks at RIAs
RIA NEWS FEB 17, 2022
Why RIAs should look at PE the way PE looks at RIAs

As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.

By Jeff Benjamin
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs
ETFS FEB 17, 2022
Massachusetts charges broker-dealer for unsuitable sales of leveraged ETFs

Purshe Kaplan Sterling allowed its agents to conduct thousands of transactions involving the complex products as investment adviser reps for another firm.

By Mark Schoeff Jr.
Amundi gives fund an ESG makeover
MUTUAL FUNDS FEB 16, 2022
Amundi gives fund an ESG makeover

The Pioneer Global Sustainable Equity Fund will invest at least 80% of net assets in ESG-friendly holdings.

By InvestmentNews
Metaverse ETFs are the hot new thematic investment
ALTERNATIVES FEB 14, 2022
Metaverse ETFs are the hot new thematic investment

Investors are piling into exchange-traded products that offer exposure to companies jockeying to create virtual realities.

By Sean Allocca
CITs claim larger share of target-date market
RETIREMENT PLANNING FEB 11, 2022
CITs claim larger share of target-date market

The growth in the use of collective investment trusts, which trend to charge lower fees, reflects the pressure to cut costs.

By InvestmentNews
Energy sector rally exposes Achilles' heel of ESG investing
EQUITIES FEB 11, 2022
Energy sector rally exposes Achilles' heel of ESG investing

ESG indexes that are loaded with technology and shun energy have been taking it on the chin so far in 2022.

By Jeff Benjamin
Half-point Fed hike in March is a coin flip after hot inflation
MUTUAL FUNDS FEB 10, 2022
Half-point Fed hike in March is a coin flip after hot inflation

U.S. consumer prices jumped in January by more than expected, representing a bigger hit to Americans’ paychecks as inflation charges ahead at the fastest pace since 1982.

By Bloomberg
Q4 2021 top fixed-income ETFs
FINTECH FEB 09, 2022
Q4 2021 top fixed-income ETFs

See the top 50 fixed-income ETFs ranked by quarterly returns, the top 25 fixed-income ETFs ranked by largest inflows, and the top 25 fixed-income ETFs ranked by largest outflows

By InvestmentNews
Q4 2021 top equity mutual funds
EQUITIES FEB 09, 2022
Q4 2021 top equity mutual funds

See the top 50 equity funds ranked by quarterly returns, the top 25 equity funds ranked by largest Inflows, and the top 25 equity funds ranked by largest outflows

By InvestmentNews
Q4 2021 top fixed-income mutual funds
MUTUAL FUNDS FEB 09, 2022
Q4 2021 top fixed-income mutual funds

Top 50 fixed-income funds ranked by quarterly returns, Top 25 fixed-income funds ranked by largest inflows, Top 25 fixed-income funds ranked by largest outflows

By InvestmentNews