Mutual Funds

Displaying 5343 results
State Street delays shaking up world’s biggest ETF
INVESTING MUTUAL FUNDS APR 10, 2020
State Street delays shaking up world’s biggest ETF

The asset manager is postponing rebalances on the SPDR S&P 500 ETF and almost 60 other funds

By Bloomberg
Near-retirees drain TDFs at a rapid clip
INVESTING RETIREMENT PLANNING APR 09, 2020
Near-retirees drain TDFs at a rapid clip

People within 15 years of retirement emptied target-date funds of a net $9.4 billion in March, according to Morningstar

By Emile Hallez
There's a work-from-home ETF coming
INVESTING MUTUAL FUNDS APR 08, 2020
There's a work-from-home ETF coming

Direxion's new fund will invest in industries such as cloud technologies, remote communications and cybersecurity

By Bloomberg
By the Numbers: COVID-19 and ESG
INVESTING ESG APR 08, 2020
By the Numbers: COVID-19 and ESG

How did ESG funds hold up during the first quarter? Why is BlackRock making a money market portfolio greener? InvestmentNews Chief Content Officer George Moriarty answers both questions

By InvestmentNews
Massachusetts slaps Janney Montgomery Scott with $286,000 fine
INVESTING BROKER DEALERS APR 03, 2020
Massachusetts slaps Janney Montgomery Scott with $286,000 fine

State regulators said the firm did little to stop a broker from short-term trading in mutual funds with front-loaded fees

By InvestmentNews
Money funds just had their biggest month ever
INVESTING MUTUAL FUNDS APR 03, 2020
Money funds just had their biggest month ever

Investors seeking a safe place for cash put a record $790 billion into government money-market funds in March, according to Crane Data

By Emile Hallez
American Century puts nontransparent ETFs on the map
INVESTING MUTUAL FUNDS APR 02, 2020
American Century puts nontransparent ETFs on the map

The asset manager launches the first two such funds; says it expects the active strategies to shine amid the crisis

By Jeff Benjamin
ETFs shutting down at the fastest pace since 2017
INVESTING MUTUAL FUNDS APR 02, 2020
ETFs shutting down at the fastest pace since 2017

During the first quarter, 72 exchange-traded funds with $1.4 billion in assets closed their doors

By Bloomberg
Big ETF inflows in Q1 worry bulls looking for signs of bottom
INVESTING EQUITIES APR 01, 2020
Big ETF inflows in Q1 worry bulls looking for signs of bottom

Exchange-traded funds took in $66.3 billion during the first quarter, about $8 billion more than they attracted during the same period last year

By Bloomberg
Fed's move into corporate bonds calms ETF dislocations
INVESTING MUTUAL FUNDS APR 01, 2020
Fed's move into corporate bonds calms ETF dislocations

The central bank's pledge to buy investment-grade credit and certain ETFs sparked a rally in higher-rated debt

By Bloomberg
New ETF offerings dried up amid March volatility
INVESTING MUTUAL FUNDS MAR 31, 2020
New ETF offerings dried up amid March volatility

But April may be livelier, with American Century announcing that the first active nontransparent ETFs will begin trading Thursday

By Bloomberg
Fidelity liable for some 401(k) claims: Court
INVESTING RETIREMENT PLANNING MAR 31, 2020
Fidelity liable for some 401(k) claims: Court

The company failed to monitor plan fiduciaries' handling of investment and record-keeping fees, the judge wrote

By Emile Hallez
Market volatility likely to prompt 401(k) plan menu changes
INVESTING RETIREMENT PLANNING MAR 30, 2020
Market volatility likely to prompt 401(k) plan menu changes

Retirement plan sponsors might change their views on risk, especially for participants near retirement

By Emile Hallez
BlackRock waives ETF fees for New York Federal Reserve
INVESTING ETFS MAR 30, 2020
BlackRock waives ETF fees for New York Federal Reserve

The new fee structure addresses how the asset manager will handle conflicts of interest inherent in its arrangement with the Fed

By InvestmentNews
By the numbers: Mutual funds
INVESTING MUTUAL FUNDS MAR 27, 2020
By the numbers: Mutual funds

How did the Treasury Department respond to market volatility caused by the coronavirus? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty has the answers.

By InvestmentNews
SEC lifts borrowing rules for funds hit by liquidity crunch
INVESTING PRACTICE MANAGEMENT MAR 26, 2020
SEC lifts borrowing rules for funds hit by liquidity crunch

The regulator is allowing mutual funds to borrow from managers or other funds to meet redemption requests

By Emile Hallez
By the Numbers: Mutual funds
INVESTING ESG MAR 24, 2020
By the Numbers: Mutual funds

How did the Treasury Department step in as the pandemic sparked volatility? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty answers both questions

By InvestmentNews
Investing styles will take on an active approach
INVESTING EQUITIES MAR 23, 2020
Investing styles will take on an active approach

A bear market could lead to more hands-on investing, but advisers haven't had to beat the market in more than a decade

By Sean Allocca
Fund merger puts Vanguard investors into higher-priced version
INVESTING MUTUAL FUNDS MAR 23, 2020
Fund merger puts Vanguard investors into higher-priced version

Asset manager consolidates two actively managed funds to better compete with index products

By Jeff Benjamin
‘Illiquidity doom loop’ threatens European bond ETFs, analyst says
INVESTING MUTUAL FUNDS MAR 20, 2020
‘Illiquidity doom loop’ threatens European bond ETFs, analyst says

The gap between some funds' price and the value of their assets could lead to problems

By Bloomberg