Mutual Funds

Displaying 5359 results
Bitcoin ETF line gets longer; eight issuers file with SEC
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
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
ETFS 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
MUTUAL FUNDS 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
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
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
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
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
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
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
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
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
MUTUAL FUNDS 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
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
RIA NEWS 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
CITs approaching half of target-date assets
RETIREMENT PLANNING MAR 18, 2021
CITs approaching half of target-date assets

Assets in those investments surpassed $1 trillion last year, reaching about $1.18 trillion, compared with $1.57 trillion in target-date mutual funds.

By Emile Hallez
Wall Street steps up push for crypto ETFs
MUTUAL FUNDS MAR 17, 2021
Wall Street steps up push for crypto ETFs

At least four firms have live applications for exchange-traded funds tracking Bitcoin, but how the SEC will deal with the filings is a mystery.

By Bloomberg
Finding diversification beyond market-cap-weighted indexes
EQUITIES MAR 16, 2021
Finding diversification beyond market-cap-weighted indexes

The equally weighted S&P 500 index has outperformed its cap-weighted counterpart this year.

By Jeff Benjamin
ETF launches roar as they tap day-trader cash
MUTUAL FUNDS MAR 15, 2021
ETF launches roar as they tap day-trader cash

Retail investors are piling into exchange-traded funds built around such trends as social media, online betting and SPACs.

By Bloomberg
Fidelity fends off suit over 401(k) access fees for fund managers
RETIREMENT PLANNING MAR 15, 2021
Fidelity fends off suit over 401(k) access fees for fund managers

The plaintiffs maintained that Fidelity was a fiduciary to the plan in respect to the selection of investment options, but courts did not buy that argument. Separately, New York Life and USI Insurance face new 401(k) lawsuits.

By Emile Hallez