Mutual Funds

Displaying 5360 results
Target-date funds: Low fee doesn't equal low risk
OPINION OCT 04, 2023
Target-date funds: Low fee doesn't equal low risk

Three reasons why passive TDFs aren’t automatically the safer choice for DC plan fiduciaries

By Emily Cao
Boom in new ETFs defies saturation warnings
MUTUAL FUNDS OCT 03, 2023
Boom in new ETFs defies saturation warnings

'Is this the year of the bond ETF? Certainly flows seem to be shouting that from the rooftops,' says VettaFi's Lara Crigger.

By Bloomberg
As SEC delays approving spot bitcoin ETFs, ethereum futures get a nod
ALTERNATIVES SEP 29, 2023
As SEC delays approving spot bitcoin ETFs, ethereum futures get a nod

But advisors who want crypto ETFs are waiting for spot products, observers say.

By Emile Hallez
Advisors finally being forced to reckon with client cash
MUTUAL FUNDS SEP 29, 2023
Advisors finally being forced to reckon with client cash

Cash has clout again and suddenly financial advisors have real decisions to make about the excess funds in their client accounts.

By Gregg Greenberg
Bitcoin ETF review delayed again by SEC
ALTERNATIVES SEP 29, 2023
Bitcoin ETF review delayed again by SEC

The regulator has paused decisions ahead of a government shutdown.

By Bloomberg
All Schwab’s bond ETFs now cost just 3 basis points
MUTUAL FUNDS SEP 25, 2023
All Schwab’s bond ETFs now cost just 3 basis points

The company is cutting fees on two fixed-income exchange-traded funds.

By Bloomberg
Vanguard plans first new actively managed ETFs in two years
MUTUAL FUNDS SEP 25, 2023
Vanguard plans first new actively managed ETFs in two years

Both new products would focus on the fixed-income market.

By Bloomberg
BlackRock, State Street among asset managers closing ESG funds
RIA NEWS SEP 21, 2023
BlackRock, State Street among asset managers closing ESG funds

Fund companies unwound more than two dozen ESG funds this year, according to Morningstar data.

By Bloomberg
SEC expands rule to ensure fund portfolios match their names
MUTUAL FUNDS SEP 20, 2023
SEC expands rule to ensure fund portfolios match their names

The final regulation targets 'greenwashing' but strips out what would have been 'a more onerous' ESG provision, a lawyer says.

By Mark Schoeff Jr.
Bipartisan House members press SEC official to drop mutual fund reform proposal
MUTUAL FUNDS SEP 19, 2023
Bipartisan House members press SEC official to drop mutual fund reform proposal

Lawmakers say changes would hurt retirement investors. They also raise concerns about a proposal to curb advisor conflicts related to AI.

By Mark Schoeff Jr.
Sustainable investing that goes beyond divestment or engagement does most
MUTUAL FUNDS SEP 19, 2023
Sustainable investing that goes beyond divestment or engagement does most

New research shows tactics like getting the attention of larger investors and pressuring companies to do better than their competitors can have the most impact.

By Emile Hallez
Single stock and covered call come together in ETF line
ETFS SEP 14, 2023
Single stock and covered call come together in ETF line

Advisors reflect on effectiveness of 'volatility buffer' covered-call ETFs, with few single-stock versions available.

By Emile Hallez
Amplify ETFs launches cash-flow fund on the Nasdaq
MUTUAL FUNDS SEP 13, 2023
Amplify ETFs launches cash-flow fund on the Nasdaq

The fund will invest in US companies with high free cash flow yield and dividend growth.

By Steve Randall
SEC Chair Gensler fires back at GOP critics
FINTECH SEP 12, 2023
SEC Chair Gensler fires back at GOP critics

Leader accused of proposing regulations that are ‘sowing discord and confusion.'

By Mark Schoeff Jr.
ETF inflows were $137B in Q2, but what's next for the industry?
ETFS SEP 08, 2023
ETF inflows were $137B in Q2, but what's next for the industry?

Vanguard says investors are returning to risk assets.

By Steve Randall
21Shares and Ark file for first US spot ether ETF
ALTERNATIVES SEP 07, 2023
21Shares and Ark file for first US spot ether ETF

The filing comes as the race to win approval for the first US spot bitcoin fund intensifies.

By Bloomberg
Madison Investments launches another fund to round out ETF suite
MUTUAL FUNDS SEP 07, 2023
Madison Investments launches another fund to round out ETF suite

The firm has now launched four ETFs in the past month.

By Steve Randall
ETF shop that shorts Cramer has sights on anti-ESG
ETFS SEP 06, 2023
ETF shop that shorts Cramer has sights on anti-ESG

Tuttle Capital filed with the SEC for two products, one that would short socially conscious companies and another that would invest in gunmakers.

By Emile Hallez
One step forward, one step back for use of crypto in retirement accounts
RETIREMENT PLANNING SEP 01, 2023
One step forward, one step back for use of crypto in retirement accounts

'Crypto is on a journey from a niche asset class to a mainstream asset class,' says an advisor.

By Mark Schoeff Jr.
Bitcoin ETF approval will spark a battle for lowest fees
ALTERNATIVES SEP 01, 2023
Bitcoin ETF approval will spark a battle for lowest fees

With the products looking similar, fees will be the difference.

By Bloomberg