Mutual Funds

Displaying 5421 results
Worst-ever outflows for SPY ETF as QQQ bleeds most since dot-com
MUTUAL FUNDS FEB 02, 2022
Worst-ever outflows for SPY ETF as QQQ bleeds most since dot-com

Monday rally met with biggest SPY exit in almost four years as investors ditched largest ETFs during January stock drama.

By Bloomberg
Rising crypto star faces SEC, volatile markets
ALTERNATIVES JAN 31, 2022
Rising crypto star faces SEC, volatile markets

Ophelia Snyder, 29, is already managing $2.5 billion. She is now teaming up with Cathie Wood to bring a Bitcoin ETF to the U.S. — if regulators allow it.

By Bloomberg
Adviser's faith-based ESG niche attracts true believers
PRACTICE MANAGEMENT JAN 28, 2022
Adviser's faith-based ESG niche attracts true believers

Robert Netzly has maintained his focus on biblically-based financial planning, while keeping his expectations low. The market is finding him.

By Jeff Benjamin
Forgotten BlackRock ETF posts mystery $3.7 billion inflow in day
MUTUAL FUNDS JAN 28, 2022
Forgotten BlackRock ETF posts mystery $3.7 billion inflow in day

The IShares MSCI Kokusai ETF started the week managing less than $200 million, and its assets hadn’t been above $500 million since 2014.

By Bloomberg
Crypto collapse sheds new light on loyalty to digital assets
EQUITIES JAN 27, 2022
Crypto collapse sheds new light on loyalty to digital assets

Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.

By Jeff Benjamin
Galvin examining 'surprise' taxes on target-date funds
MUTUAL FUNDS JAN 25, 2022
Galvin examining 'surprise' taxes on target-date funds

The Massachusetts securities regulator's latest sweep targets the broker-dealers of the largest fund companies in the industry: Vanguard, Fidelity, T. Rowe Price, BlackRock and American Funds.

By Bruce Kelly
World's top gold ETF sees holdings surge in bullish demand sign
ALTERNATIVES JAN 24, 2022
World's top gold ETF sees holdings surge in bullish demand sign

SPDR Gold Shares reports biggest inflow since listing in 2004.

By Bloomberg
Active ETFs catch the eye of RIAs and big funds, too
INDEPENDENT BROKER DEALERS JAN 24, 2022
Active ETFs catch the eye of RIAs and big funds, too

According to CFRA data, through the end of last year, active ETFs made up 4% of all ETF assets, and represented 10% of ETF net inflows in the past year.

By Jeff Benjamin 
Active managers are getting a smaller slice of the pie
ETFS JAN 24, 2022
Active managers are getting a smaller slice of the pie

The debate over active versus passive strategies may be coming to a close.

By Jeff Benjamin 
Target-date fund sales back up after a dip in 2020
RETIREMENT PLANNING JAN 18, 2022
Target-date fund sales back up after a dip in 2020

The products had net inflows of $23.9 billion, a significant increase from the $6.7 billion in outflows seen in 2020, according to a report from Morningstar.

By Emile Hallez
BlackRock assets hit record $10 trillion, powered by ETFs
MUTUAL FUNDS JAN 14, 2022
BlackRock assets hit record $10 trillion, powered by ETFs

Investors poured a net $104 billion into ETFs in the fourth quarter, the company said, while actively managed funds, including ETFs and mutual funds, saw a net $101 billion in flows.

By Bloomberg
SEC punts again on NYDIG Bitcoin ETF
ALTERNATIVES JAN 04, 2022
SEC punts again on NYDIG Bitcoin ETF

The agency said it needs another 60 days to make a determination, pushing the new deadline to March 16.

By Bloomberg
Vanguard website outage underlines dangers of online investing
FINTECH JAN 03, 2022
Vanguard website outage underlines dangers of online investing

Customers of the $8 trillion mutual fund giant weren't able to access certain account reports or receive trade confirmations while the website was having problems.

By Sean Allocca
DoubleLine puts ETFs on the docket for 2022
ETFS JAN 03, 2022
DoubleLine puts ETFs on the docket for 2022

The $137 billion bond shop has filed to launch two ETFs, one of which is similar to a strategy it already subadvises for State Street.

By Jeff Benjamin
SEC denies 2 Bitcoin ETFs in latest setback to crypto industry
FINTECH DEC 23, 2021
SEC denies 2 Bitcoin ETFs in latest setback to crypto industry

The earlier-than-expected decision from the SEC could suggest a 2022 approval for a pure Bitcoin fund may not be in the cards either.

By Bloomberg
Anti-woke strategies emerge as flip side of ESG
EQUITIES DEC 22, 2021
Anti-woke strategies emerge as flip side of ESG

As investing becomes increasingly political, investors will have to balance good feelings against good performance.

By Jeff Benjamin
Avantax settles with SEC for $16.9 million over 12b-1 fees
PRACTICE MANAGEMENT DEC 21, 2021
Avantax settles with SEC for $16.9 million over 12b-1 fees

The company failed to reveal conflicts of interest concerning marketing fees paid by clients for mutual funds, according to the regulator. The independent broker-dealer 1st Global Advisors was acquired by Blucora in 2019.

By Bruce Kelly
ETFs set another record  in race to take over mutual funds
EQUITIES DEC 20, 2021
ETFs set another record in race to take over mutual funds

In stride with record net inflows, the ETF industry is launching new funds and finding creative ways to take market share from the legacy mutual fund space.

By Jeff Benjamin
Vanguard cuts expense ratios on 17 funds
MUTUAL FUNDS DEC 17, 2021
Vanguard cuts expense ratios on 17 funds

The fund giant estimates the cuts save investors $18.9 million, based on fiscal-year comparisons.

By InvestmentNews
Capital Group, Federated plant flags in ETF land
EQUITIES DEC 17, 2021
Capital Group, Federated plant flags in ETF land

Traditional fund complexes are succumbing to the pressure to offer ETFs alongside more expensive mutual funds.

By Jeff Benjamin