Mutual Funds

Displaying 5359 results
Capital Group launches new ETFs, but without American Funds name
EQUITIES AUG 24, 2021
Capital Group launches new ETFs, but without American Funds name

Executives at the 90-year-old asset manager have high hopes for building out Capital Group as a global ETF brand, with designs on a $500 billion business.

By Jeff Benjamin
Capital Group yields to ETF craze, plans launch of active funds
ETFS AUG 24, 2021
Capital Group yields to ETF craze, plans launch of active funds

The sponsor of the American Funds mutual fund family will release six fully transparent exchange-traded funds in the first quarter.

By Bloomberg
Active funds are a potential hazard in 401(k)s, guidebook for sponsors says
RETIREMENT PLANNING AUG 23, 2021
Active funds are a potential hazard in 401(k)s, guidebook for sponsors says

Identifying skilled managers is difficult, and plan sponsors should be careful about choosing active management, an online book from the CFA Institute Research Foundation notes.

By Emile Hallez
Federated enters ETF market with 2 active bond funds
EQUITIES AUG 19, 2021
Federated enters ETF market with 2 active bond funds

The asset manager known mostly for its money market funds has high hopes for its late move into fast-growing exchange traded funds. The firm first filed plans to launch the fund 10 years ago.

By Jeff Benjamin
SoFi fined $300,000 by SEC over proprietary fund sales
PRACTICE MANAGEMENT AUG 19, 2021
SoFi fined $300,000 by SEC over proprietary fund sales

The enforcement action centered on a decision in April 2019 to replace third-party ETFs in approximately 20,000 automated accounts with funds sponsored by the firm’s parent company, Social Finance Inc.

By Mark Schoeff Jr.
Direct indexing emerges as must-have tool for tax management, ESG investing
RIA NEWS AUG 17, 2021
Direct indexing emerges as must-have tool for tax management, ESG investing

The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.

By Jeff Benjamin
Q2 2021 Top Fixed Income Mutual Funds
MUTUAL FUNDS AUG 16, 2021
Q2 2021 Top Fixed Income Mutual Funds

By Pablo Turcios
Q2 2021 Top Equity Mutual Funds
MUTUAL FUNDS AUG 16, 2021
Q2 2021 Top Equity Mutual Funds

By Pablo Turcios
Q2 2021 Fixed Income ETFs
MUTUAL FUNDS AUG 14, 2021
Q2 2021 Fixed Income ETFs

By Pablo Turcios
Q2 2021 Top Equity ETFs
MUTUAL FUNDS AUG 14, 2021
Q2 2021 Top Equity ETFs

Top 50 equity ETFs ranked by quarterly returns

By Pablo Turcios
The parallel paths of ETFs and annuities
OPINION AUG 13, 2021
The parallel paths of ETFs and annuities

The questions that RIAs have about commission-free annuities right now are the very same questions they had just 15 years ago about exchange-traded funds, which are now a core part of client portfolios.

By David Lau
Flood of Bitcoin ETF filings  but cooling demand for funds
ALTERNATIVES AUG 12, 2021
Flood of Bitcoin ETF filings but cooling demand for funds

Digital asset investment products from Grayscale, Bitwise, 21Shares and others saw outflows for the fifth straight week, the longest such streak since January 2018.

By Bloomberg
JPMorgan chases active ETFs with $10 billion mutual fund switch
MUTUAL FUNDS AUG 11, 2021
JPMorgan chases active ETFs with $10 billion mutual fund switch

The firm plans to convert four mutual funds into ETFs next year, making it the biggest name so far to make such a move.

By Bloomberg
What the U.N.'s climate change report means for advisers
MUTUAL FUNDS AUG 09, 2021
What the U.N.'s climate change report means for advisers

The climate change report had stark findings and comes amid a severe drought in the American West and one of the worst wildfire seasons in California’s history.

By Emile Hallez
Gensler comments open floodgates for Bitcoin fund filings
ETFS AUG 05, 2021
Gensler comments open floodgates for Bitcoin fund filings

The SEC chairman's nod toward '40 Act crypto funds is the only opening the ETF space needed.

By Jeff Benjamin
Nuveen enters active ETF market
MUTUAL FUNDS AUG 05, 2021
Nuveen enters active ETF market

The three strategies it is rolling out as semitransparent ETFs are already available as mutual funds.

By InvestmentNews
Alerian acquisition pushes ETF development to the next level
RIA NEWS AUG 04, 2021
Alerian acquisition pushes ETF development to the next level

By joining forces with ETF Trends and ETF Database, Alerian seeks to become a powerful force that helps ETF providers stay ahead of the curve.

By Jeff Benjamin
New ETF leverages crypto miners and ESG
ALTERNATIVES JUL 21, 2021
New ETF leverages crypto miners and ESG

The actively managed ETF offers the narrowest of investment themes: a leveraged play on Bitcoin with the added twist of being easy on the planet.

By Jeff Benjamin
ETF sponsors perform well on diversity, equity and inclusion, study finds
PRACTICE MANAGEMENT JUL 20, 2021
ETF sponsors perform well on diversity, equity and inclusion, study finds

Nearly 90% of exchange-traded fund sponsors received the highest score in Sage Advisory's study of ETF stewardship.

By InvestmentNews
SEC orders UBS to pay $8 million over sales of complex exchange-traded products
ALTERNATIVES JUL 19, 2021
SEC orders UBS to pay $8 million over sales of complex exchange-traded products

Investments pegged to market volatility remained in client accounts for up to a year when they were meant to be short-term investments.

By Mark Schoeff Jr.