Mutual Funds

Displaying 5359 results
Fed to begin buying corporate bond ETFs Tuesday
MUTUAL FUNDS MAY 12, 2020
Fed to begin buying corporate bond ETFs Tuesday

The Fed said another program to buy debt directly from issuers will launch 'in the near future'

By Bloomberg
Goldman, Fidelity, Gabelli put new spin on semi-transparent ETFs
EQUITIES MAY 11, 2020
Goldman, Fidelity, Gabelli put new spin on semi-transparent ETFs

The asset management industry's push of the unique wrapper could be a tough sell with advisers

By Jeff Benjamin
Wall Street tries to figure out which ETFs the Fed will buy
MUTUAL FUNDS MAY 08, 2020
Wall Street tries to figure out which ETFs the Fed will buy

The central bank is expected to target the giant fixed-income ETFs; it may also invest in funds with defined maturity dates

By Bloomberg
ETF universe is contracting for the first time
MUTUAL FUNDS MAY 08, 2020
ETF universe is contracting for the first time

The attrition is occurring in niche offerings that are suffering amid investors' flight to safety

By Bloomberg
Schwab acquires Motif’s technology to push deeper into ESG investing
FINTECH MAY 08, 2020
Schwab acquires Motif’s technology to push deeper into ESG investing

The purchase will help the discount brokerage develop thematic and direct indexing for clients

By Sean Allocca
ESG funds saw inflows in first quarter
MUTUAL FUNDS MAY 08, 2020
ESG funds saw inflows in first quarter

That compares with the outflows registered by mutual funds overall, according to Morningstar

By InvestmentNews
Money funds holding record assets fret as yields head lower
MUTUAL FUNDS MAY 08, 2020
Money funds holding record assets fret as yields head lower

The funds face the challenge of declining rates as their assets hit $4.77 trillion amid the flight to safety

By Bloomberg
Investors should head for credit rather than cash: UBS Wealth
EQUITIES MAY 06, 2020
Investors should head for credit rather than cash: UBS Wealth

The firm suggests buying U.S. and emerging market debt and averaging into select stock sectors

By Bloomberg
New York Fed to begin buying ETFs in ‘early May’
MUTUAL FUNDS MAY 04, 2020
New York Fed to begin buying ETFs in ‘early May’

The Fed's two corporate lending programs could buy up to $750 billion in debt and exchange-traded funds

By Bloomberg
Junk-bond ETFs add most assets since 2015
MUTUAL FUNDS APR 30, 2020
Junk-bond ETFs add most assets since 2015

The news that the Fed was willing to buy some high-yield debt has made investors more comfortable about buying

By Bloomberg
By the Numbers: ETF flows
MUTUAL FUNDS APR 30, 2020
By the Numbers: ETF flows

InvestmentNews Chief Content Officer George Moriarty looks at why investors are throwing billions into leveraged ETFs

By InvestmentNews
SoFi waives ETF fees for a second year
ETFS APR 29, 2020
SoFi waives ETF fees for a second year

The digital finance platform banks on zero-fee bait to attract young consumers

By Jeff Benjamin
Financial industry groups seek SEC rule on 12b-1 fee disclosure
RIA NEWS APR 29, 2020
Financial industry groups seek SEC rule on 12b-1 fee disclosure

Investor advocates: Common sense and the Investment Advisers Act require the disclosure of higher-fee funds

By Mark Schoeff Jr.
Leveraged ETFs betting against stocks attract $5.6 billion in April
EQUITIES APR 28, 2020
Leveraged ETFs betting against stocks attract $5.6 billion in April

The influx, the biggest since at least 2013, defies the surge in equity prices that has occurred this month

By InvestmentNews
New York Life to sell ETF-based alternative to annuities
LIFE INSURANCE AND ANNUITIES APR 27, 2020
New York Life to sell ETF-based alternative to annuities

The insurance giant announced an exclusive deal to distribute unit investment trusts

By Emile Hallez
SEC orders RBC to pay $3.9 million over share-class disclosure
PRACTICE MANAGEMENT APR 27, 2020
SEC orders RBC to pay $3.9 million over share-class disclosure

The enforcement action demonstrates the agency's continued targeting of conflicts over fund fees

By Mark Schoeff Jr.
Oil ETF roils already volatile crude markets
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
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
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?
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