Mutual Funds

Displaying 5343 results
ESG gaining ground in 529 programs
INVESTING MUTUAL FUNDS JUN 08, 2020
ESG gaining ground in 529 programs

More than a dozen college-savings plans now include at least one investment option following environment, social and governance criteria

By Emile Hallez
Private equity in 401(k)s? Not anytime soon
INVESTING RETIREMENT PLANNING JUN 04, 2020
Private equity in 401(k)s? Not anytime soon

Very few plans include investments that use PE, and guidance this week from the Labor Department might not change that.

By Emile Hallez
Finra orders Merrill Lynch to pay $7.2 million over mutual fund overcharges
INVESTING PRACTICE MANAGEMENT JUN 04, 2020
Finra orders Merrill Lynch to pay $7.2 million over mutual fund overcharges

The brokerage reimbursed customers a year ago, earning a break on sanctions for cooperation

By Mark Schoeff Jr.
BlackRock files to license nontransparent ETF structure
INVESTING MUTUAL FUNDS JUN 04, 2020
BlackRock files to license nontransparent ETF structure

The asset manager will use Precidian Investments' ActiveShares model

By Bloomberg
Vanguard struggling to break into European ETF market
INVESTING MUTUAL FUNDS JUN 04, 2020
Vanguard struggling to break into European ETF market

Eight years after it launched its first European ETFs, the giant asset manager has less than 6% of the market, compared with BlackRock's 45%

By Bloomberg
Fidelity rolls out three semitransparent ETFs
INVESTING EQUITIES JUN 04, 2020
Fidelity rolls out three semitransparent ETFs

The new funds showcase the firm's proxy basket technology

By Jeff Benjamin
Allianz adds hedges to ETFs in new product offering
INVESTING EQUITIES JUN 01, 2020
Allianz adds hedges to ETFs in new product offering

Two ‘buffered outcome’ funds aim to match index returns with less risk

By InvestmentNews
Upholding the spirit of new legislation
INVESTING OPINION MAY 31, 2020
Upholding the spirit of new legislation

Lawmakers have stepped in to provide relief to millions of Americans, but the laws come with unforeseen loopholes

By InvestmentNews
Stock ETNs dominated by Ken Fisher see big outflows
INVESTING ETFS MAY 29, 2020
Stock ETNs dominated by Ken Fisher see big outflows

The three exchange-traded notes have seen $3.5 billion in withdrawals this week

By Bloomberg
Oil ETF faces U.S. probes over disclosures
INVESTING MUTUAL FUNDS MAY 29, 2020
Oil ETF faces U.S. probes over disclosures

Both the SEC and the CFTC are looking at whether USO properly disclosed its risks to investors

By Bloomberg
Fed holdings of bond ETFs now total $2.98 billion
INVESTING MUTUAL FUNDS MAY 29, 2020
Fed holdings of bond ETFs now total $2.98 billion

The central bank also signaled that its lending program for states and municipalities will open soon

By Bloomberg
Legg Mason affiliate launches semitransparent ETF
INVESTING MUTUAL FUNDS MAY 28, 2020
Legg Mason affiliate launches semitransparent ETF

ClearBridge becomes the second asset manager to employ the unique new wrapper

By Jeff Benjamin
BlackRock to mix target-dates and annuities
INVESTING RETIREMENT PLANNING MAY 27, 2020
BlackRock to mix target-dates and annuities

The product is designed to be fully liquid and includes contracts from two insurers

By Emile Hallez
Homebuilder ETF rallies on sales surprise
INVESTING MUTUAL FUNDS MAY 27, 2020
Homebuilder ETF rallies on sales surprise

The SPDR S&P Homebuilders exchange-traded fund hit its highest level since early March after a better-than-expected report on single-family home sales

By Bloomberg
Gold ETF benefits from its London vault
INVESTING MUTUAL FUNDS MAY 23, 2020
Gold ETF benefits from its London vault

Because gold funds are backed by actual bars of the precious metal, they're better able to track the spot price when markets go haywire

By Bloomberg
Fed bought $1.8 billion of bond ETFs to date
INVESTING MUTUAL FUNDS MAY 21, 2020
Fed bought $1.8 billion of bond ETFs to date

The Fed data also showed total Fed assets rose to a record $7.04 trillion in the latest week

By Bloomberg
Troubles of giant oil ETF raise questions about commodity funds
INVESTING MUTUAL FUNDS MAY 21, 2020
Troubles of giant oil ETF raise questions about commodity funds

The United States Oil Fund’s extraordinary buying and selling suggests the ETF may have gotten too big for its own good

By Bloomberg
Fidelity doles out perks to high-net-worth clients
INVESTING MUTUAL FUNDS MAY 20, 2020
Fidelity doles out perks to high-net-worth clients

The company is planning to lure wealth management customers with credit card benefits, money-market fund access and other bonuses

By Emile Hallez
JPMorgan shutting down ETFs that use hedge fund strategies
INVESTING ALTERNATIVES MAY 19, 2020
JPMorgan shutting down ETFs that use hedge fund strategies

The firm has had more success with its BetaBuilders funds, which track broad benchmarks at low prices

By Bloomberg
Despite market rebound, equity funds saw net outflows in April
INVESTING EQUITIES MAY 18, 2020
Despite market rebound, equity funds saw net outflows in April

While stocks are still out of favor, taxable bond funds are gaining appeal, according to Morningstar

By Jeff Benjamin