Mutual Funds

Displaying 5343 results
Demand for growth stocks produces record inflows for ETF
INVESTING EQUITIES APR 01, 2019
Demand for growth stocks produces record inflows for ETF

The SPDR Portfolio 500 Growth ETF took in nearly $630 million in March, the largest monthly inflow for the almost 19-year-old fund.

By Bloomberg
Some mutual fund investors might unwittingly already own shares of Lyft
INVESTING RIAS MAR 28, 2019
Some mutual fund investors might unwittingly already own shares of Lyft

Fidelity Investments bought into the ride-sharing company ahead of the upcoming IPO.

By Jeff Benjamin
Latest price-war salvo pegs fees to low-risk performance
INVESTING RIAS MAR 28, 2019
Latest price-war salvo pegs fees to low-risk performance

Dallas-based asset manager road tests a fee model that might be too complex for some investors to grasp.

By Jeff Benjamin
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows
INVESTING ETFS MAR 27, 2019
Vanguard poised to top BlackRock in first-quarter U.S. ETF flows

Vanguard's exchange-traded funds have taken in $17 billion so far this year, while BlackRock has gathered $14 billion.

By Bloomberg
Bots are forging the next generation of index funds
INVESTING FINTECH MAR 26, 2019
Bots are forging the next generation of index funds

At least 20 funds now claim to use artificial intelligence as a building block.

By Bloomberg
BlackRock invests in pot stock
INVESTING MUTUAL FUNDS MAR 22, 2019
BlackRock invests in pot stock

Five of its funds are the largest institutional investor in Curaleaf, which recently struck a deal with CVS.

By Bloomberg
401(k) managed accounts becoming more diverse
INVESTING RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.

By Greg Iacurci
As cash-back ETF hits funds market, signs of trouble appear
INVESTING ETFS MAR 20, 2019
As cash-back ETF hits funds market, signs of trouble appear

Index funds have exploded into a $7 trillion industry, but the sector now faces slower asset growth and declining revenue from fees.

By Bloomberg
Saudi Arabia global ranking boosted by ETFs in US, UK
INVESTING EMERGING MARKETS MAR 19, 2019
Saudi Arabia global ranking boosted by ETFs in US, UK

ETFs based in London and New York together attracted around $327 million in new money since January.

By Bloomberg
Goldman to buy S&P portfolio unit to boost ETF sales
INVESTING ETFS MAR 19, 2019
Goldman to buy S&P portfolio unit to boost ETF sales

Acquiring the Investment Advisory Services unit gives Goldman a way to market its ETFs via model portfolios.

By Bloomberg
ESG options scarce in 401(k) plans
INVESTING ESG MAR 16, 2019
ESG options scarce in 401(k) plans

There's growing interest among plan participants, but reluctance to add funds that take into account environmental, social and governance factors persists.

By Jeff Benjamin
529 plans also miss the boat when it comes to ESG
INVESTING ESG MAR 16, 2019
529 plans also miss the boat when it comes to ESG

You'd think a 529 college savings program would be the perfect vehicle for environmental, social and governance causes, but things appear stalled.

By Jeff Benjamin
ESG funds have never been cheaper as Vanguard sets off fee war
INVESTING ESG MAR 15, 2019
ESG funds have never been cheaper as Vanguard sets off fee war

BlackRock, Vanguard and DWS Group charge an average of $2 for every $1,000 invested, half the median fee for such funds in the U.S.

By Bloomberg
10 funds with the largest holdings of Boeing
INVESTING MUTUAL FUNDS MAR 14, 2019
10 funds with the largest holdings of Boeing

The aircraft manufacturer has seen its shares fall since two crashes involving its Max 737 planes.

By InvestmentNews
Lipper plans ESG scoring system for mutual funds
INVESTING RIAS MAR 12, 2019
Lipper plans ESG scoring system for mutual funds

Citing the growing appeal of sustainable investing, Lipper aims set the bar for ESG ratings

By Jeff Benjamin
Forget zero fees. This ETF is offering to pay investors
INVESTING ETFS MAR 12, 2019
Forget zero fees. This ETF is offering to pay investors

Salt Financial plans a low-volatility stock ETF that will give people 50 cents for every $1,000 they invest

By Bloomberg
JPMorgan rolls out cheapest-ever stock ETF
INVESTING ETFS MAR 11, 2019
JPMorgan rolls out cheapest-ever stock ETF

Bank will charge just 20 cents for every $1,000 invested, bringing the market a step closer to zero-fee ETFs.

By Bloomberg
SEC says 79 firms will return $125 million to clients as part of clemency program
INVESTING RIAS MAR 11, 2019
SEC says 79 firms will return $125 million to clients as part of clemency program

Agency offered incentives to advisers to turn themselves in.

By Mark Schoeff Jr.
Vanguard plans its first actively managed ESG fund
INVESTING ESG MAR 07, 2019
Vanguard plans its first actively managed ESG fund

Managed by Wellington, the fund will include 40 companies and bow midyear.

By InvestmentNews
2019 Lipper Awards: Faith-based fund takes a starring role
INVESTING MUTUAL FUNDS MAR 07, 2019
2019 Lipper Awards: Faith-based fund takes a starring role

Annual awards recognize more than 300 funds for performance.

By Jeff Benjamin