Mutual Funds

Displaying 5344 results
Darlings of 2020, ETFs expected to carry momentum into 2021
INVESTING MUTUAL FUNDS DEC 21, 2020
Darlings of 2020, ETFs expected to carry momentum into 2021

Strong performance and low fees means the next leg of ETF growth might be just getting started

By Jeff Benjamin
Vanguard makes history with first $1 trillion equity fund
INVESTING MUTUAL FUNDS DEC 16, 2020
Vanguard makes history with first $1 trillion equity fund

Vanguard Total Stock Market Index Fund includes both a mutual fund and an ETF

By Bloomberg
Morningstar and iShares team to revamp indexes
INVESTING MUTUAL FUNDS DEC 15, 2020
Morningstar and iShares team to revamp indexes

iShares Morningstar ETF suite will track Morningstar's new index family

By InvestmentNews
Model portfolio assets hit $4.1 trillion in Q3
INVESTING FINTECH DEC 08, 2020
Model portfolio assets hit $4.1 trillion in Q3

More than half of advisers say they expect to increase usage, according to a new survey by Broadridge Financial

By Nicole Casperson
Vanguard makes rare retreat as price war starts to take toll
INVESTING MUTUAL FUNDS DEC 08, 2020
Vanguard makes rare retreat as price war starts to take toll

Net flows for the asset manager slowed in 2020 as rivals continued to roll out similar products and amid the rise of robo advice and almost-free trades

By Bloomberg
Debut ETF issuers hit record this year
INVESTING MUTUAL FUNDS DEC 03, 2020
Debut ETF issuers hit record this year

New rules that made launches easier and the SEC's approval of nontransparent funds have inspired 14 new firms to enter the market this year

By Bloomberg
Fund companies see target-dates adding annuities in future: Report
INVESTING RETIREMENT PLANNING DEC 02, 2020
Fund companies see target-dates adding annuities in future: Report

The all-in-one products could also eventually include private equity, Cerulli Associates found

By Emile Hallez
Record-shattering flows into stock ETFs leave bond funds in dust
INVESTING MUTUAL FUNDS DEC 02, 2020
Record-shattering flows into stock ETFs leave bond funds in dust

Equity ETFs attracted a record $81 billion as stocks rallied in November

By Bloomberg
T. Rowe Price to launch new asset management business
INVESTING ETFS NOV 19, 2020
T. Rowe Price to launch new asset management business

The new platform will be seeded with six funds managing $167 billion in a effort to manage capacity issues

By Jeff Benjamin
DFA plans $20 billion dive into ETF market
INVESTING MUTUAL FUNDS NOV 17, 2020
DFA plans $20 billion dive into ETF market

In addition to three new ETFs, Dimensional Fund Advisors will convert six mutual funds

By Jeff Benjamin
Should 401(k)s require a test for savers to invest outside of target dates?
INVESTING RETIREMENT PLANNING NOV 17, 2020
Should 401(k)s require a test for savers to invest outside of target dates?

Terms like 'mutual fund' and 'passive investing' are misunderstood, and those who can't define them are less likely to invest and save for retirement, according to a new report

By Emile Hallez
Robinhood army swells thematic ETFs
INVESTING MUTUAL FUNDS NOV 17, 2020
Robinhood army swells thematic ETFs

Funds built around a theme have taken in more than $20 billion so far this year

By Bloomberg
SEC fines five firms $3 million over unsuitable exchange-traded volatility products
INVESTING ETFS NOV 13, 2020
SEC fines five firms $3 million over unsuitable exchange-traded volatility products

American Portfolios, Benjamin Edwards, Royal Alliance, Securities America, Summit Financial to pay

By InvestmentNews
Amway's 401(k) at center of lawsuit
INVESTING RETIREMENT PLANNING NOV 11, 2020
Amway's 401(k) at center of lawsuit

The multi-level marketing company's plan had allegedly excessive fees, according to the complaint

By Emile Hallez
Money-market debit cards for clients? Franklin CEO on the future of advice
INVESTING RETIREMENT PLANNING NOV 04, 2020
Money-market debit cards for clients? Franklin CEO on the future of advice

Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum

By Emile Hallez
Northern Trust target dates called out in two 401(k) lawsuits
INVESTING RETIREMENT PLANNING NOV 03, 2020
Northern Trust target dates called out in two 401(k) lawsuits

The similar cases, against Allstate and Northern Trust, were also brought by the same law firms

By Emile Hallez
DOL took 'ESG' out of rule, added new hurdle for 401(k)s
INVESTING RETIREMENT PLANNING NOV 02, 2020
DOL took 'ESG' out of rule, added new hurdle for 401(k)s

Plan fiduciaries could have to prove that nonfinancial factors of ESG funds are in the best interest of workers, one lawyer said

By Emile Hallez
BlackRock launches small-cap value ETF, defying market trends
INVESTING EQUITIES OCT 30, 2020
BlackRock launches small-cap value ETF, defying market trends

Both small-cap shares and value strategies have taken a beating this year as the coronavirus sparked an economic crisis

By Bloomberg
SEC approves rule limiting use of derivatives in funds
INVESTING ETFS OCT 28, 2020
SEC approves rule limiting use of derivatives in funds

Agency also seeks comments on whether additional rules are needed to protect investors buying complex products

By Mark Schoeff Jr.
Why are advice firms still trying to ride a bull market?
INVESTING PRACTICE MANAGEMENT OCT 26, 2020
Why are advice firms still trying to ride a bull market?

The industry is overly dependent on the markets for revenue growth, according to an InvestmentNews pricing study

By Jeff Benjamin