Mutual Funds

Displaying 5349 results
Q3 2021 fixed-income mutual funds
MUTUAL FUNDS NOV 30, 2021
Q3 2021 fixed-income mutual funds

By InvestmentNews
Q3 2021 top equity mutual funds
MUTUAL FUNDS NOV 29, 2021
Q3 2021 top equity mutual funds

By InvestmentNews
Q3 2021 top equity ETFs
ETFS NOV 29, 2021
Q3 2021 top equity ETFs

By InvestmentNews
Q3 2021 top fixed-income ETFs
ETFS NOV 29, 2021
Q3 2021 top fixed-income ETFs

The top 50 fixed-income exchange-traded funds ranked by quarterly returns.

By InvestmentNews
Vanguard plants flag in China with active equity fund
EQUITIES NOV 29, 2021
Vanguard plants flag in China with active equity fund

In a change of pace for the big provider of index funds, Vanguard has filed to launch an actively managed fund focused on a single country.

By Jeff Benjamin
CITs continue taking over in 401(k)s, but the change isn't always easy
RETIREMENT PLANNING NOV 22, 2021
CITs continue taking over in 401(k)s, but the change isn't always easy

CITs are on track to surpass mutual funds in target-date assets. Participants in 401(k)s that use CITs often stand to save a few basis points or more.

By Emile Hallez
Robo-advisers brace portfolios for rising inflation
EQUITIES NOV 17, 2021
Robo-advisers brace portfolios for rising inflation

As the stock market slowed in the third quarter, investors continued to process multiple market influences underscored by supply chain disruptions and pent-up demand from reopening economies.

By Sean Allocca
Invesco offers sustainability version of its S&P 500 ETF
RIA NEWS NOV 17, 2021
Invesco offers sustainability version of its S&P 500 ETF

The Invesco ESG S&P 500 Equal Weight ETF will invest in companies considered leaders in ESG metrics; Apple, Facebook parent Meta and Tesla are among the companies that will be excluded from the fund initially.

By Bloomberg
Third Bitcoin futures ETF launches
ALTERNATIVES NOV 16, 2021
Third Bitcoin futures ETF launches

The VanEck Bitcoin Strategy ETF began trading after a multiweek wait, and days after the SEC rejected the firm's proposal for an ETF that would hold Bitcoin directly.

By Bloomberg
Dimensional signals big ETF push
MUTUAL FUNDS NOV 16, 2021
Dimensional signals big ETF push

The quant investing firm is launching four fixed-income exchange-traded funds Tuesday and is planning 10 more stock ETFs, an SEC filing shows.

By Bloomberg
Deluge of ESG funds risks breaking point
MUTUAL FUNDS NOV 15, 2021
Deluge of ESG funds risks breaking point

The many new ESG funds being launched threaten to test the limits of investor demand.

By Bloomberg
Mutual fund investors brace for hefty capital gains taxes
EQUITIES NOV 08, 2021
Mutual fund investors brace for hefty capital gains taxes

As fund companies start to post annual tax distributions, more than 110 funds are already showing capital gains distributions of more than 20%.

By Jeff Benjamin
Bitcoin futures ETF mania cools as Wall Street hits pause button
ALTERNATIVES NOV 04, 2021
Bitcoin futures ETF mania cools as Wall Street hits pause button

Wall Street analysts had expected as many as four Bitcoin futures ETFs to begin trading in October.

By Bloomberg
Hedging inflation requires tiptoeing through TIPS
RIA NEWS NOV 03, 2021
Hedging inflation requires tiptoeing through TIPS

Treasury inflation-protected securities have become the hottest ticket in 2021 as messages about 'transitory' inflation clash with reality.

By Jeff Benjamin
Short-term ESG performance shines light on active management
MUTUAL FUNDS OCT 29, 2021
Short-term ESG performance shines light on active management

A relatively strong third-quarter performance by some types of environmental, social and governance funds reignites the debate over ESG alpha.

By Jeff Benjamin
Vanguard, American Funds double down on model portfolio partnership
MUTUAL FUNDS OCT 27, 2021
Vanguard, American Funds double down on model portfolio partnership

A year after joining forces to create active-passive models for Merrill Lynch, the asset management heavyweights take their models to Morgan Stanley.

By Jeff Benjamin
Advisers beware: Bitcoin futures ETFs are a game-changer
FINTECH OCT 25, 2021
Advisers beware: Bitcoin futures ETFs are a game-changer

Advisers who have been steering clear of digital currencies need to study up and be prepared to talk their clients through the pros and cons of this asset class.

By InvestmentNews
Bitcoin-linked ETFs attract record assets with strategy designed for traders
RIA NEWS OCT 22, 2021
Bitcoin-linked ETFs attract record assets with strategy designed for traders

The futures-based access to cryptocurrencies has been described as better than nothing by investors. But, financial advisers might have trouble managing client expectations.

By Jeff Benjamin
Bitcoin futures ETF fee war is heating up
ALTERNATIVES OCT 21, 2021
Bitcoin futures ETF fee war is heating up

VanEck's pending Bitcoin Strategy ETF will carry a management fee of 0.65%, undercutting the 0.95% expense ratio on ProShares' Bitcoin Strategy ETF, which debuted Tuesday.

By Bloomberg
BlackRock's Fink puts private equity on the front burner
ALTERNATIVES OCT 20, 2021
BlackRock's Fink puts private equity on the front burner

CEO Larry Fink said access to private equity should increase and allocations should be in the 20% range, while speaking at the Charles Schwab Impact conference.

By Jeff Benjamin