Mutual Funds

Displaying 5343 results
Senate Democrats ask DOL to back off ESG rule
INVESTING RETIREMENT PLANNING JUL 17, 2020
Senate Democrats ask DOL to back off ESG rule

The proposed restrictions on environmental, social and governance funds in 401(k)s would perpetuate racial discrimination, a group of lawmakers wrote

By Emile Hallez
American Century doubles down on semitransparent ETF lineup with ESG versions
INVESTING ETFS JUL 17, 2020
American Century doubles down on semitransparent ETF lineup with ESG versions

The jury is still out on whether financial advisers will buy into the unique new fund wrapper

By Jeff Benjamin
More active ETFs are launching than passive
INVESTING ETFS JUL 17, 2020
More active ETFs are launching than passive

So far this year, 68 active exchange-traded funds have started trading, compared with 63 passive ones

By Bloomberg
BlackRock expects bond ETF assets to hit $2 trillion by 2024
INVESTING MUTUAL FUNDS JUL 16, 2020
BlackRock expects bond ETF assets to hit $2 trillion by 2024

Institutional investors like insurance companies and pension funds learned to appreciate bond ETFs amid the volatility in March

By Bloomberg
ETF that paid people to invest has started to charge
INVESTING ETFS JUL 15, 2020
ETF that paid people to invest has started to charge

The exchange-traded fund industry's fee war may be running out of steam

By Bloomberg
SEC proposes easing reporting requirements for funds
INVESTING ALTERNATIVES JUL 13, 2020
SEC proposes easing reporting requirements for funds

Funds would be required to report holdings quarterly if they have at least $3.5 billion of equities, up from the current threshold of $100 million

By Bloomberg
‘Lost and found’ 401(k) bill is good for the advice industry
INVESTING OPINION JUL 12, 2020
‘Lost and found’ 401(k) bill is good for the advice industry

While not exactly novel, the legislation is a sound first step toward getting Main Street investors the tools they need

By InvestmentNews
ETF providers struggle to steer institutional investors away from lower-cost retail funds
INVESTING ETFS JUL 10, 2020
ETF providers struggle to steer institutional investors away from lower-cost retail funds

Large investors are giving up liquidity and tighter spreads for lower fees

By Jeff Benjamin
Invesco hitches wagon to Fidelity's semitransparent ETF technology
INVESTING ETFS JUL 09, 2020
Invesco hitches wagon to Fidelity's semitransparent ETF technology

The unique new exchange-traded fund wrapper is slowly gaining steam

By Jeff Benjamin
Vanguard expands ESG ETF suite to include corporate bonds
INVESTING ETFS JUL 09, 2020
Vanguard expands ESG ETF suite to include corporate bonds

The new fund is designed to fill a gap in the growing ESG market

By Jeff Benjamin
CareerBuilder gets win in 401(k) lawsuit, others face new claims
INVESTING RETIREMENT PLANNING JUL 08, 2020
CareerBuilder gets win in 401(k) lawsuit, others face new claims

Paychex, Astellas and Aon were recently sued, and the $12.4 million settlement in a Northrop Grumman suit has been held up

By Emile Hallez
Want to short high-yield debt? Here's an ETF for you
INVESTING MUTUAL FUNDS JUL 07, 2020
Want to short high-yield debt? Here's an ETF for you

Tabula Investment Management launched an exchange-traded fund that lets investors bet against high-yield debt issued by North American companies

By Bloomberg
Vanguard surpasses BlackRock in ETF inflows during first half
INVESTING MUTUAL FUNDS JUL 07, 2020
Vanguard surpasses BlackRock in ETF inflows during first half

Market volatility triggered selling by the types of active traders who use BlackRock's iShares funds

By Bloomberg
'Lost and found' 401(k) bill resurfaces
INVESTING RETIREMENT PLANNING JUL 06, 2020
'Lost and found' 401(k) bill resurfaces

The Treasury would build a national account-tracking system, under bipartisan legislation co-sponsored by Sen. Elizabeth Warren

By Emile Hallez
Investors move from junk-bond funds into Treasury funds
INVESTING MUTUAL FUNDS JUL 06, 2020
Investors move from junk-bond funds into Treasury funds

More than $2.6 billion flowed out of high-yield bond ETFs last week, along with $5.6 billion that left high-yield mutual funds

By Bloomberg
T. Rowe Price finds a path to the ETF market
INVESTING ETFS JUL 06, 2020
T. Rowe Price finds a path to the ETF market

The traditional mutual fund provider plans to launch four semitransparent ETFs this month

By Jeff Benjamin
Vanguard, State Street resist the new ETF craze
INVESTING MUTUAL FUNDS JUL 01, 2020
Vanguard, State Street resist the new ETF craze

Two of the industry's biggest players are taking a wait-and-see attitude on active nontransparent ETFs

By Bloomberg
401(k) suits target Trader Joe's, Costco, others
INVESTING RETIREMENT PLANNING JUL 01, 2020
401(k) suits target Trader Joe's, Costco, others

Litigation alleging that plan sponsors breached their fiduciary duty keeps coming

By Emile Hallez
Model portfolio assets dropped to $3 trillion in first quarter
INVESTING ETFS JUL 01, 2020
Model portfolio assets dropped to $3 trillion in first quarter

More than half were in adviser-led portfolios, according to Broadridge research

By Nicole Casperson
Schwab ETFs see billions flowing in and out
INVESTING MUTUAL FUNDS JUN 29, 2020
Schwab ETFs see billions flowing in and out

Big moves stir speculation the company may be revising the allocations of its model portfolios

By InvestmentNews