Mutual Funds

Displaying 5349 results
Investors flee biggest financials ETF at fastest pace since 2008
EQUITIES DEC 19, 2018
Investors flee biggest financials ETF at fastest pace since 2008

The $24 billion Financial Select Sector SPDR Fund saw $1.8 billion of outflows last week

By Bloomberg
Financial advisers put market volatility in perspective for clients
RIA NEWS DEC 19, 2018
Financial advisers put market volatility in perspective for clients

Absence of Santa Claus rally triggers talk of bear markets and recession.

By Jeff Benjamin
ETrade launches national adviser referral network
RIA NEWS DEC 18, 2018
ETrade launches national adviser referral network

Giving advisers access to millions of retail investors expands the discount brokerage's move into the custodial space.

By Jeff Benjamin
Vanguard combines two strong funds creating a $25 billion large-cap growth portfolio
RIA NEWS DEC 17, 2018
Vanguard combines two strong funds creating a $25 billion large-cap growth portfolio

The combined Vanguard U.S. Growth Fund will create a $25 billion large-cap growth portfolio

By Jeff Benjamin
Savers finally reap rewards as online banks goose rates
MUTUAL FUNDS DEC 14, 2018
Savers finally reap rewards as online banks goose rates

A few are paying interest of more than 2% on savings accounts.

By Bloomberg
Meltdown leaves small-cap stocks facing tough road to turnaround
EQUITIES DEC 14, 2018
Meltdown leaves small-cap stocks facing tough road to turnaround

Small firms face headwinds ranging from higher rates to the trade war.

By Bloomberg
Fidelity dominates money-market industry as assets grow to $629 billion
MUTUAL FUNDS DEC 10, 2018
Fidelity dominates money-market industry as assets grow to $629 billion

The Boston-based fund company has added more than $50 billion this year, mostly from inflows.

By Bloomberg
Alternative strategies prove their worth as stocks turn bearish
RIA NEWS DEC 07, 2018
Alternative strategies prove their worth as stocks turn bearish

Long out of favor, liquid alt funds shine as noncorrelated portfolio ballast.

By Jeff Benjamin
Bitwise launches two new funds to capitalize on dip in cryptocurrency market
ALTERNATIVES DEC 05, 2018
Bitwise launches two new funds to capitalize on dip in cryptocurrency market

Funds are built for professional investors sick of waiting for SEC to approve a bitcoin ETF.

By Ryan W. Neal
BlackRock emerging-market ETF had record month amid trade fight
EMERGING MARKETS DEC 03, 2018
BlackRock emerging-market ETF had record month amid trade fight

Investors had started warming up to developing-nation funds well before last week's optimism about U.S.-China trade tensions and the outlook for Fed policy.

By Bloomberg
Regional bank ETFs suffer as housing market cools
ETFS DEC 03, 2018
Regional bank ETFs suffer as housing market cools

Investors worry rising rates might slow lending and raise the amount the banks have to pay customers in interest.

By Bloomberg
UBS Global Wealth Management will give ESG scores to funds
WIREHOUSES DEC 03, 2018
UBS Global Wealth Management will give ESG scores to funds

Assets under management with environmental, social and governance strategies have grown 44% over two years in the U.S.

By Greg Iacurci
Are stocks ready for a rally?
EQUITIES DEC 03, 2018
Are stocks ready for a rally?

Wall Street is split on whether good news on the Fed and easing of trade tensions were enough to overcome weakening economic fundamentals.

By Bloomberg
OPINION DEC 01, 2018
Investor confusion about target-date funds is alarming

Survey highlights the level of misunderstanding, which could lead to disappointed plan participants and suboptimal behavior.

By Warren Cormier
Fear dictates ETF flows
EQUITIES NOV 30, 2018
Fear dictates ETF flows

As investors steer clear of risk, ETFs holding utilities, consumer staples and health care companies benefit.

By Bloomberg
Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton
ETFS NOV 28, 2018
Bitcoin ETFs stymied by lack of safeguards, says SEC chief Jay Clayton

Clayton said concerns about cryptocurrency being manipulated or stolen are keeping the agency from approving a bitcoin ETF.

By Bloomberg
Traders put $1.3 billion into emerging-market ETFs
EMERGING MARKETS NOV 26, 2018
Traders put $1.3 billion into emerging-market ETFs

Hopes for a pause in the Fed's rate hikes and Trump's coming meeting with China's president have fueled bullishness.

By Bloomberg
Value and growth ETFs stage tug of war
EQUITIES NOV 26, 2018
Value and growth ETFs stage tug of war

Flows into both sectors reflects division over the outlook for the economy

By Bloomberg
Waddell & Reed settles 401(k) lawsuit for $4.9 million
RETIREMENT PLANNING NOV 21, 2018
Waddell & Reed settles 401(k) lawsuit for $4.9 million

The active fund manager is one of several investment firms to settle self-dealing lawsuits in the last few years.

By Greg Iacurci
As credit concerns grow, short-term bond ETFs see huge inflows
MUTUAL FUNDS NOV 20, 2018
As credit concerns grow, short-term bond ETFs see huge inflows

At the same time, investors are pulling funds from high-yield bond funds.

By Bloomberg