Mutual Funds

Displaying 5344 results
SEC punts decision on Bitcoin ETFs to at least June
INVESTING ETFS APR 28, 2021
SEC punts decision on Bitcoin ETFs to at least June

In a filing Wednesday, the agency said it was postponing its decision until June 17. Optimism has been growing that the SEC may finally approve a Bitcoin ETF launch this year.

By Bloomberg
Fidelity opens securities lending platform to all comers
INVESTING EQUITIES APR 28, 2021
Fidelity opens securities lending platform to all comers

The agency lending platform joins a compact group of less than a dozen companies that enable funds to lend securities to be sold short.

By Jeff Benjamin
Rising inflation? No problem for fans of emergency cash
INVESTING RIAS APR 27, 2021
Rising inflation? No problem for fans of emergency cash

Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.

By Jeff Benjamin
Keeping ESG investment performance in perspective
INVESTING EQUITIES APR 22, 2021
Keeping ESG investment performance in perspective

After 12-month returns in the triple digits, investors got a wake-up call when ESG funds came crashing back down to earth.

By Jeff Benjamin
Citi expects $1 trillion boom in ESG ETFs
INVESTING ESG APR 21, 2021
Citi expects $1 trillion boom in ESG ETFs

The bank's analysts credit the global pandemic with stirring investor demand for companies doing good, and also cite the frenzy for tech-focused thematic funds, many of which fall within the environmental, social and governance category.

By Bloomberg
Bitcoin ETF line gets longer; eight issuers file with SEC
INVESTING ALTERNATIVES APR 14, 2021
Bitcoin ETF line gets longer; eight issuers file with SEC

ETF issuers are betting en masse that U.S. regulators will green-light a fund tracking the largest cryptocurrency.

By Bloomberg
Fund manager finds way around capital gains distributions
INVESTING PRACTICE MANAGEMENT APR 12, 2021
Fund manager finds way around capital gains distributions

Huber Capital Management borrows a page from the exchange-traded fund industry to protect mutual fund investors from taxes.

By Jeff Benjamin
BlackRock has record ETF launch with carbon transition fund
INVESTING ESG APR 09, 2021
BlackRock has record ETF launch with carbon transition fund

Investors plowed $1.25 billion into the BlackRock U.S. Carbon Transition Readiness ETF Thursday, making it the biggest launch in the ETF industry’s three-decade history.

By Bloomberg
Schwab files for first actively managed ETF
INVESTING ESG APR 08, 2021
Schwab files for first actively managed ETF

The fund will be employ ESG criteria and will be sub-advised by Ariel Investments.

By InvestmentNews
Grayscale ‘committed’ to making biggest crypto fund an ETF
INVESTING ETFS APR 06, 2021
Grayscale ‘committed’ to making biggest crypto fund an ETF

The company says it will convert its $39 billion Grayscale Bitcoin Trust into an exchange-traded fund as soon as U.S. regulators allow.

By Bloomberg
ETFs see record inflows of $250 billion in first quarter
INVESTING ETFS APR 05, 2021
ETFs see record inflows of $250 billion in first quarter

A surge into equities fueled the record, but bond ETFs also grew, State Street Global Advisors reports.

By InvestmentNews
Morningstar analyst ratings hit another speed bump
INVESTING MUTUAL FUNDS APR 02, 2021
Morningstar analyst ratings hit another speed bump

Errors in computer-generated reports on mutual funds lead to a classic Twitter dust-up in which a disgruntled fund manager challenged the company's analysis of his funds.

By Jeff Benjamin
Latest levered ETFs offer triple market performance — with a catch
INVESTING EQUITIES APR 01, 2021
Latest levered ETFs offer triple market performance — with a catch

The flipside of the new Innovator Capital Management products is the performance is capped and they can be more expensive than some of the cheaper indexed options.

By Jeff Benjamin
Vanguard 529 change in Nevada overallocated some in equities
INVESTING MUTUAL FUNDS MAR 26, 2021
Vanguard 529 change in Nevada overallocated some in equities

The error occurred in October, when the Vanguard 529 Plan switched from age-based portfolios to target-enrollment portfolios, the company said in an email.

By Emile Hallez
State Street cuts ETF fees, ramping up race to zero
INVESTING ETFS MAR 26, 2021
State Street cuts ETF fees, ramping up race to zero

The company's announcement that it was slashing fees on two of its bond funds came just a day after BlackRock lowered fees on its lineup of style ETFs.

By Bloomberg
Fidelity applies for Bitcoin ETF
INVESTING ALTERNATIVES MAR 25, 2021
Fidelity applies for Bitcoin ETF

The company's proposed exchange-traded fund would track the cryptocurrency using pricing from U.S.-based exchanges including Bitstamp, Coinbase and Gemini.

By Bloomberg
Vanguard jumps on the ETF share-split bandwagon
INVESTING ETFS MAR 23, 2021
Vanguard jumps on the ETF share-split bandwagon

The surging bull market for stocks has increased the need to split shares to keep prices manageable for investors.

By Jeff Benjamin
BNY Mellon files for first active ETFs
INVESTING ESG MAR 22, 2021
BNY Mellon files for first active ETFs

The three ESG-oriented equity funds will be sub-advised by Newton.

By InvestmentNews
BlackRock slashes fees on style ETFs to near zero
INVESTING MUTUAL FUNDS MAR 22, 2021
BlackRock slashes fees on style ETFs to near zero

The world’s biggest ETF issuer is cutting the expense ratios on nine iShares Morningstar U.S. Equity Style Box ETFs to a range of 0.03% to 0.06% — down from previous charges between 0.25% and 0.30%.

By Bloomberg
Investor appetite for ETFs on the rise: Schwab
INVESTING RIAS MAR 19, 2021
Investor appetite for ETFs on the rise: Schwab

ETFs expected to make up a growing share of investor portfolios in the year ahead, according to Charles Schwab & Co.’s ETF Investor Study.

By Jeff Benjamin