Mutual Funds

Displaying 5343 results
Can buffered ETFs help clients ride out the storms?
INVESTING ESG AUG 07, 2020
Can buffered ETFs help clients ride out the storms?

There's a growing appeal for the downside protection the products provide, but there's also a downside to that protection

By Jeff Benjamin
Planned CLO funds could be risky for retail investors, executive says
INVESTING MUTUAL FUNDS AUG 07, 2020
Planned CLO funds could be risky for retail investors, executive says

ETFs that invest in collateralized loan obligations, such as the one Janus Henderson is proposing, may trip up individuals

By Bloomberg
SEC proposes increasing transparency of mutual fund, ETF reports
INVESTING ETFS AUG 05, 2020
SEC proposes increasing transparency of mutual fund, ETF reports

Regulation would require ‘concise, visually engaging’ shareholder reports that help investors understand fees, risks and performance

By Mark Schoeff Jr.
ETF assets hit record as investors dump mutual funds
INVESTING MUTUAL FUNDS AUG 04, 2020
ETF assets hit record as investors dump mutual funds

Exchange-traded funds saw $248 billion in net inflows so far this year, while mutual funds had $34 billion in outflows

By Bloomberg
Surge in SPACs inspires blank-check ETF
INVESTING MUTUAL FUNDS AUG 03, 2020
Surge in SPACs inspires blank-check ETF

A new exchange-traded fund will track shares of companies that listed on exchanges by merging with special purpose acquisition companies

By Bloomberg
State Street gold ETF is cash machine
INVESTING MUTUAL FUNDS JUL 31, 2020
State Street gold ETF is cash machine

The fund is now making more money than any other product in the $4.6 trillion U.S. ETF market

By Bloomberg
Asset managers can no longer afford to avoid ETF market
INVESTING ETFS JUL 30, 2020
Asset managers can no longer afford to avoid ETF market

The exchange-traded fund industry has suddenly attracted large asset managers that have until recently shunned the business

By Jeff Benjamin
Vanguard submits to value curse, plans to fold active fund into an index
INVESTING ESG JUL 29, 2020
Vanguard submits to value curse, plans to fold active fund into an index

Unable to keep pace with a passive index, the 20-year-old active value fund has run its course

By Jeff Benjamin
State Street launches ESG version of its mammoth S&P 500 ETF
INVESTING ESG JUL 29, 2020
State Street launches ESG version of its mammoth S&P 500 ETF

The adaptation of SPY will include firms in the S&P 500 index that meet environmental, social and governance criteria

By Bloomberg
Wells Fargo files with SEC to offer ETFs
INVESTING ETFS JUL 28, 2020
Wells Fargo files with SEC to offer ETFs

The wirehouse will become the latest major asset managers to enter the fray

By Bloomberg
SEC orders AIG unit to pay $40 million for disclosure violations in teacher retirement plans
INVESTING RETIREMENT PLANNING JUL 28, 2020
SEC orders AIG unit to pay $40 million for disclosure violations in teacher retirement plans

Effort highlights agency’s teacher initiative, but expert calls it ‘slap on wrist’

By Mark Schoeff Jr.
Invesco benches team responsible for $105 million snafu
INVESTING PRACTICE MANAGEMENT JUL 28, 2020
Invesco benches team responsible for $105 million snafu

An index rebalancing mishap has lead to the wholesale change of the portfolio management team

By Jeff Benjamin
SEI Investments says breach at key vendor exposed customer data
INVESTING FINTECH JUL 27, 2020
SEI Investments says breach at key vendor exposed customer data

The company serves as a fund administrator for Pimco, Centerbridge and other money managers

By Bloomberg
When it comes to proxy voting, ETF sponsors rarely align with shareholders
INVESTING ESG JUL 27, 2020
When it comes to proxy voting, ETF sponsors rarely align with shareholders

Research shows index ETFs vote with management 90% of the time

By Jeff Benjamin
Matrix Trust Co. sued over alleged lack of 401(k) fee disclosure
INVESTING RETIREMENT PLANNING JUL 24, 2020
Matrix Trust Co. sued over alleged lack of 401(k) fee disclosure

The Broadridge affiliate has not filed notices required by the DOL, plaintiffs in a class-action lawsuit claim

By Emile Hallez
DOL urged to address conflicts in pooled employer plans
INVESTING RETIREMENT PLANNING JUL 24, 2020
DOL urged to address conflicts in pooled employer plans

But there is little consensus on how to do so, according to comment letters submitted this week to the regulator

By Emile Hallez
Big buildup of savings could rein in rates
INVESTING MUTUAL FUNDS JUL 23, 2020
Big buildup of savings could rein in rates

Deposits at commercial banks have risen 18% this year, to a record $15.6 trillion, and money-market fund assets are almost $1 trillion higher than before the pandemic

By Bloomberg
Here's how target-date funds have fared as the market fell, and rose, in 2020
INVESTING MUTUAL FUNDS JUL 22, 2020
Here's how target-date funds have fared as the market fell, and rose, in 2020

Some TDFs that limited losses during the market dive early in the year came out on top, an analysis of Morningstar Direct data shows

By Emile Hallez
ETF market continues searching for the perfect expense ratio
INVESTING OPINION JUL 21, 2020
ETF market continues searching for the perfect expense ratio

When zero fees are not expensive enough

By Jeff Benjamin
New bond ETF offers weekly payouts
INVESTING ETFS JUL 20, 2020
New bond ETF offers weekly payouts

TGIF is the ticker for the exchange-traded fund, which will distribute cash each Friday

By Bloomberg