Mutual Funds

Displaying 5343 results
Oil ETF roils already volatile crude markets
INVESTING MUTUAL FUNDS APR 27, 2020
Oil ETF roils already volatile crude markets

USO's sale of June WTI futures contracts triggered a big move in the spread between the June and July contracts

By Bloomberg
A compelling step
INVESTING ETFS APR 26, 2020
A compelling step

While advisers generally tell clients to stay the course, there are few products that reward those who do

By George Moriarty
401(k) assets down, but savings levels up: Fidelity
INVESTING RETIREMENT PLANNING APR 24, 2020
401(k) assets down, but savings levels up: Fidelity

The stock market eroded account balances, but savers increased their contributions

By Emile Hallez
What's the point of an ETF that goes off script?
INVESTING OPINION APR 24, 2020
What's the point of an ETF that goes off script?

When fund managers rejigger their methodology, investors don't know how to calculate returns

By Shuli Ren
New ETF to focus on companies fighting biological threats
INVESTING MUTUAL FUNDS APR 23, 2020
New ETF to focus on companies fighting biological threats

The Pacer fund could invest in stocks of businesses that identify or combat diseases or companies that enable social distancing

By Bloomberg
Oil spasms send foundering ETF into series of unusual steps
INVESTING ETFS APR 22, 2020
Oil spasms send foundering ETF into series of unusual steps

The United States Oil Fund had to suspend the issuance of new shares after losing a third of its value in two days

By Bloomberg
Zero-commission ETFs could spur practice changes: Cerulli
INVESTING PRACTICE MANAGEMENT APR 21, 2020
Zero-commission ETFs could spur practice changes: Cerulli

Report says lower trading costs will encourage advisers to use exchange-traded funds for niche asset allocations

By InvestmentNews
Fidelity cuts fees for long-term investors
INVESTING MUTUAL FUNDS APR 21, 2020
Fidelity cuts fees for long-term investors

New thematic funds offer expense ratios that drop over time

By Jeff Benjamin
Financial industry opponents remain wary of SEC’s crackdown on share-class disclosure
INVESTING MUTUAL FUNDS APR 20, 2020
Financial industry opponents remain wary of SEC’s crackdown on share-class disclosure

The end of the formal initiative failed to soothe worries about future enforcement

By Mark Schoeff Jr.
Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit
INVESTING RETIREMENT PLANNING APR 20, 2020
Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit

Pharmaceutical Product Development mismanaged its 401(k) plan, opting for costlier investments than necessary, plaintiffs say

By Emile Hallez
As pandemic rages on, ESG funds shine brightly
INVESTING ESG APR 19, 2020
As pandemic rages on, ESG funds shine brightly

Outperforming the broader market yet again during a sudden downturn, ESG strategies are emerging as the new standard upon which to gauge a company’s ability to withstand risk

By Jeff Benjamin
SEC wraps up share-class initiative by settling with Merrill, two others
INVESTING WIREHOUSES APR 17, 2020
SEC wraps up share-class initiative by settling with Merrill, two others

Over two years, the agency's initiative returned more than $139 million to investors

By Mark Schoeff Jr.
Vanguard limits access to the safest money market funds
INVESTING MUTUAL FUNDS APR 17, 2020
Vanguard limits access to the safest money market funds

The asset management giant closed Treasury money funds to new investors in an attempt to keep yields positive

By Jeff Benjamin
Oil bulls keep piling into beaten-down ETFs
INVESTING MUTUAL FUNDS APR 17, 2020
Oil bulls keep piling into beaten-down ETFs

But those bets haven't paid off to date because efforts to stabilize the crude oil market have fallen short

By Bloomberg
BlackRock investors flee long-term funds
INVESTING MUTUAL FUNDS APR 16, 2020
BlackRock investors flee long-term funds

During the first quarter, the asset manager saw about $19 billion in withdrawals from its mutual funds and ETFs, but $52 billion in inflows for its cash management business

By Bloomberg
Fed's ability to buy ETFs may ensure it never needs to
INVESTING MUTUAL FUNDS APR 15, 2020
Fed's ability to buy ETFs may ensure it never needs to

The Fed's signal alone was enough to loosen the cash crunch that had been squeezing global credit markets

By Bloomberg
Cash is king as investors flee bond funds, active equities in March
INVESTING EQUITIES APR 15, 2020
Cash is king as investors flee bond funds, active equities in March

Outflows from fixed-income funds hit a record $240 billion last month, says Morningstar

By InvestmentNews
Gold digs in near seven-year high as ETFs swell again
INVESTING MUTUAL FUNDS APR 15, 2020
Gold digs in near seven-year high as ETFs swell again

The precious metal is being supported by predictions of the deepest global recession in generations and expectations of prolonged stimulus efforts

By Bloomberg
By the Numbers: Mutual fund flows
INVESTING MUTUAL FUNDS APR 15, 2020
By the Numbers: Mutual fund flows

InvestmentNews' Chief Content Officer George Moriarty looks at asset flows for equity and fixed-income funds during the first quarter

By InvestmentNews
ETF investors go all-in on stimulus with $17 billion stock bet
INVESTING MUTUAL FUNDS APR 13, 2020
ETF investors go all-in on stimulus with $17 billion stock bet

The health care sector leads equity ETF flows with almost $3 billion added

By Bloomberg