Mutual Funds

Displaying 5343 results
Treasury proposes to guarantee money market funds in stimulus
INVESTING MUTUAL FUNDS MAR 18, 2020
Treasury proposes to guarantee money market funds in stimulus

The plan temporarily permits the use of its exchange stabilization fund to guarantee money market funds

By Bloomberg
JPMorgan sees shorts behind $9 billion influx into S&P ETF
INVESTING EQUITIES MAR 18, 2020
JPMorgan sees shorts behind $9 billion influx into S&P ETF

The inflows into SPY came as the S&P 500 Index plunged amid fears about the economic fallout from the coronavirus

By Bloomberg
Wells Fargo named in new 401(k) lawsuit
INVESTING RETIREMENT PLANNING MAR 17, 2020
Wells Fargo named in new 401(k) lawsuit

The company has been sued again over its use of its own products in its retirement plan

By Emile Hallez
One TDF series outperforms others in market plunge
INVESTING RETIREMENT PLANNING MAR 16, 2020
One TDF series outperforms others in market plunge

The newer product line has a different approach to asset allocation than most other target-date funds

By Emile Hallez
SEC extends Form ADV deadline for advisory firms affected by COVID-19
INVESTING RIAS MAR 14, 2020
SEC extends Form ADV deadline for advisory firms affected by COVID-19

Registered investment advisers will have 45 extra days to file ADVs, brochure updates

By Mark Schoeff Jr.
Fixed-income ETFs caught in bond market's liquidity trap
INVESTING MUTUAL FUNDS MAR 13, 2020
Fixed-income ETFs caught in bond market's liquidity trap

The cash prices of some of the most actively traded bond funds are at a steep discount to the value of their underlying assets

By Bloomberg
T-bills are scarce and the shortage is about to get even worse
INVESTING MUTUAL FUNDS MAR 12, 2020
T-bills are scarce and the shortage is about to get even worse

Supply is set to get squeezed as the coronavirus scare causes demand for Treasuries to soar

By Bloomberg
BlackRock colors a money fund green
INVESTING ESG MAR 10, 2020
BlackRock colors a money fund green

The asset manager’s $3 billion Money Market Portfolio will focus on issuers that meet its environmental criteria

By InvestmentNews
Eyes wide shut
INVESTING ETFS MAR 08, 2020
Eyes wide shut

Advisers have a blind spot when it comes to nontransparent ETFs

By Jeff Benjamin
Private equity may not be right for HNW clients
INVESTING OPINION MAR 06, 2020
Private equity may not be right for HNW clients

Most high-net-worth individuals would be better off investing in small-cap securities via mutual funds and ETFs

By Clark Kendall
SEC poised to release guidance on Reg BI implementation this month
INVESTING ESG MAR 06, 2020
SEC poised to release guidance on Reg BI implementation this month

Other priorities: Probing whether ESG funds live up to the hype, zeroing in on fee conflicts

By Mark Schoeff Jr.
Market plunge tests performance of target-date funds
INVESTING RETIREMENT PLANNING MAR 06, 2020
Market plunge tests performance of target-date funds

Managers made several changes following the 2008 crisis, including reducing allocations to high-yield bonds and equities

By Emile Hallez
2020 Lipper Awards: ESG the big winner
INVESTING MUTUAL FUNDS MAR 05, 2020
2020 Lipper Awards: ESG the big winner

Calvert and MFS among the top firms recognized

By Jeff Benjamin
Fidelity's new mutual funds target HSA investments
INVESTING RETIREMENT PLANNING MAR 05, 2020
Fidelity's new mutual funds target HSA investments

The products encourage clients to use health savings accounts as investment vehicles

By Emile Hallez
ETF price war sees BNY Mellon launch first no-fee bond fund
INVESTING ETFS MAR 05, 2020
ETF price war sees BNY Mellon launch first no-fee bond fund

The asset manager is also coming out with a zero-fee large cap equity fund

By Bloomberg
Vanguard cements its hold on the target-date marketplace
INVESTING RETIREMENT PLANNING MAR 04, 2020
Vanguard cements its hold on the target-date marketplace

The trend toward lower costs in retirement plans has benefited products across the industry

By Emile Hallez
SEC puts misleading fund names in its crosshairs
INVESTING MUTUAL FUNDS MAR 03, 2020
SEC puts misleading fund names in its crosshairs

The regulator seeks public feedback on its naming rules to better protect investors

By Jeff Benjamin
John Hancock sued over 'self-dealing' in 401(k) plan products
INVESTING RETIREMENT PLANNING MAR 03, 2020
John Hancock sued over 'self-dealing' in 401(k) plan products

The financial services firm is the latest to be targeted for including proprietary products in its retirement plan

By Emile Hallez
Oracle to pay $12 million to settle 401(k) lawsuit
INVESTING RETIREMENT PLANNING MAR 02, 2020
Oracle to pay $12 million to settle 401(k) lawsuit

The company allegedly breached its fiduciary duty, in part by selecting funds that allegedly made excessive revenue-sharing payments to Fidelity

By Emile Hallez
401(k) trading spikes amid correction
INVESTING RETIREMENT PLANNING FEB 28, 2020
401(k) trading spikes amid correction

Rebalancing activity was the highest it's been since 2008, according to record keeper Alight Solutions

By Emile Hallez