Mutual Funds

Displaying 5349 results
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX
FINTECH SEP 18, 2019
Proposal for Bitcoin ETF withdrawn by Cboe, VanEck SolidX

The investment vehicle would only have been available to institutional investors

By Bloomberg
Goldman uses JPMorgan's own tactics against it in ETF battle
ETFS SEP 17, 2019
Goldman uses JPMorgan's own tactics against it in ETF battle

Its acquisition of United Capital could play into Goldman's "bring-your-own-assets" strategy to build its ETF business

By Bloomberg
BlackRock, Vanguard accused of opposing shareholder efforts on climate
MUTUAL FUNDS SEP 17, 2019
BlackRock, Vanguard accused of opposing shareholder efforts on climate

The two asset managers voted against at least 16 climate-related shareholder proposals on which their vote in favor would have given the measures majority support

By Bloomberg
SEC continues to see problems with advisers selecting too-expensive share classes
MUTUAL FUNDS SEP 13, 2019
SEC continues to see problems with advisers selecting too-expensive share classes

More than 18 months after the launch of its crackdown, agency exams show message isn't getting through.

By Mark Schoeff Jr.
How gold could replace bonds as a portfolio diversifier
EQUITIES SEP 11, 2019
How gold could replace bonds as a portfolio diversifier

Looking past the precious metal's volatile performance to its lack of correlation with other investments.

By Jeff Benjamin
When strong performance sends ETF investors to the exits
RIA NEWS SEP 06, 2019
When strong performance sends ETF investors to the exits

Investors are bailing out of concentrated ETF strategies in favor of safety and diversification.

By Jeff Benjamin
VanEck, SolidX offer ETF-like Bitcoin product
ALTERNATIVES SEP 04, 2019
VanEck, SolidX offer ETF-like Bitcoin product

Shares in the fund will be available only to institutional buyers.

By Bloomberg
Real life investor portrayed in 'The Big Short' sees bubble in passive investing
MUTUAL FUNDS SEP 04, 2019
Real life investor portrayed in 'The Big Short' sees bubble in passive investing

Michael Burry says smaller value stocks are being unduly neglected around the world.

By Bloomberg
Best returns in August came from ETFs loved by gold bugs
ETFS AUG 30, 2019
Best returns in August came from ETFs loved by gold bugs

Very low yields on bonds sent investors in search of alternative safe havens.

By Bloomberg
Cetera Advisors charged with defrauding clients
MUTUAL FUNDS AUG 30, 2019
Cetera Advisors charged with defrauding clients

SEC said firm failed to disclose conflicts of interest related to more than $10 million in compensation.

By InvestmentNews
The upside of betting on inflation
RIA NEWS AUG 29, 2019
The upside of betting on inflation

Treasury inflation-protected securities are gaining popularity as a yield play

By Jeff Benjamin
There's a wrong way to use target-date funds
RIA NEWS AUG 28, 2019
There's a wrong way to use target-date funds

Investing in other funds in addition to a TDF adds risk and defeats the purpose.

By Jeff Benjamin
ETF providers quietly dial back production
MUTUAL FUNDS AUG 22, 2019
ETF providers quietly dial back production

Some major ETF providers haven't launched a fund all year

By Jeff Benjamin
Vanguard social-investing error prompts funds to check controls
RIA NEWS AUG 22, 2019
Vanguard social-investing error prompts funds to check controls

The mishap raises new questions about how ETF managers monitor the indexes that underlie their portfolios.

By Bloomberg
S&P 500 ETF separates truth from turbulence
EQUITIES AUG 21, 2019
S&P 500 ETF separates truth from turbulence

The trading volume on SPY can serve as a decent leading indicator for equities.

By Eric Balchunas
Finra fines former Morgan Stanley rep for impersonating a client
MUTUAL FUNDS AUG 20, 2019
Finra fines former Morgan Stanley rep for impersonating a client

To transfer retirement funds, John Tillotson faked identity in call to mutual fund company.

By Bloomberg
Faith-based funds attract loyal investors
RIA NEWS AUG 20, 2019
Faith-based funds attract loyal investors

It turns out negative screens aren't necessarily a drag on funds' performance.

By Jeff Benjamin
Stock volatility spurs worst run of ETF withdrawals in six months
EQUITIES AUG 19, 2019
Stock volatility spurs worst run of ETF withdrawals in six months

Almost $18 billion exited U.S.-listed equity ETFs over the past three weeks.

By Bloomberg
Cost to play bigger role in investment recommendations
LIFE INSURANCE AND ANNUITIES AUG 19, 2019
Cost to play bigger role in investment recommendations

Large firms are well-situated to comply with the cost standards in the SEC's Reg BI given changes they made to prepare for the DOL fiduciary rule.

By Greg Iacurci
Why Pimco fixed-income fund fell as long bonds rallied
MUTUAL FUNDS AUG 19, 2019
Why Pimco fixed-income fund fell as long bonds rallied

Fund's performance reflects its duration and its holdings of mortgage-backed securities.

By Bloomberg