Mutual Funds

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Socially responsible ETFs now come with a twist
MUTUAL FUNDS JUL 18, 2018
Socially responsible ETFs now come with a twist

Impact Shares Corp. will partner with nonprofits to create new focused-issue funds.

By Bloomberg
Target-date funds don't hit the retirement bull's-eye
OPINION JUL 18, 2018
Target-date funds don't hit the retirement bull's-eye

While hugely popular, they are still no cure-all

By Nir Kaissar
JPMorgan ups its ETF game
ETFS JUL 17, 2018
JPMorgan ups its ETF game

Two of its BetaBuilder funds saw big inflows last week.

By Bloomberg
Frenzy to get bitcoin ETF is clogging SEC email
ALTERNATIVES JUL 16, 2018
Frenzy to get bitcoin ETF is clogging SEC email

The agency has gotten more than 90 comments on Cboe's proposal for a bitcoin exchange-traded fund.

By Bloomberg
BlackRock sees outflows from equity products
ETFS JUL 16, 2018
BlackRock sees outflows from equity products

Inflows into iShares products totaled $17.8 billion during the second quarter, the lowest level in two years

By Bloomberg
Prospect of high cash distribution has investors chasing dividends through ETFs
MUTUAL FUNDS JUL 13, 2018
Prospect of high cash distribution has investors chasing dividends through ETFs

Funds that are seeing inflows largely steer clear of sectors like utilities.

By Bloomberg
Morningstar to replace funds in its managed portfolios with nine of its own
MUTUAL FUNDS JUL 12, 2018
Morningstar to replace funds in its managed portfolios with nine of its own

New sub-advised funds, offered exclusively through financial advisers, are intended to lower costs and provide 'greater flexibility.'

By InvestmentNews
MassMutual offers active target-date funds managed by T. Rowe Price
RETIREMENT PLANNING JUL 10, 2018
MassMutual offers active target-date funds managed by T. Rowe Price

Tactical asset allocation funds will be available only in MassMutual-managed plans.

By InvestmentNews
Bill Gross's bond fund sees $580 million of outflows in first half
MUTUAL FUNDS JUL 10, 2018
Bill Gross's bond fund sees $580 million of outflows in first half

Withdrawals came as his fund posted the worst performance among its peers.

By Bloomberg
Vanguard isn't taking in as much money; neither is anyone else
MUTUAL FUNDS JUL 06, 2018
Vanguard isn't taking in as much money; neither is anyone else

Giant asset manager's inflows were down 42% in the first half.

By Bloomberg
Goldman Sachs poses new threat to active mutual fund managers
ETFS JUL 05, 2018
Goldman Sachs poses new threat to active mutual fund managers

Firm has created the ETF equivalent of a killer cyborg fund.

By Bloomberg
Muni closed-end funds may be ripe for tax-loss sales
MUTUAL FUNDS JUL 05, 2018
Muni closed-end funds may be ripe for tax-loss sales

The vast majority of the funds have posted a loss this year, pressured by the rising cost of leverage.

By Bloomberg
Strategists see a blowout second half
EQUITIES JUL 02, 2018
Strategists see a blowout second half

Investors have pulled $24 billion out of U.S. equity funds in the past week

By Bloomberg
Trade fight puts ETF investors on the defensive
ETFS JUL 02, 2018
Trade fight puts ETF investors on the defensive

Cash has poured into exchange-traded funds tracking consumer staples and energy, and out of holdings in industrial and financial companies.

By Bloomberg
Vanguard expands commission-free trading to 1,800 ETFs
ETFS JUL 02, 2018
Vanguard expands commission-free trading to 1,800 ETFs

The commission-free ETFs include most of Vanguard's offerings, as well as ETFs from BlackRock, Schwab, and State Street Global Advisors.

By InvestmentNews
SEC proposes making it easier to start ETFs
MUTUAL FUNDS JUN 28, 2018
SEC proposes making it easier to start ETFs

Rule is expected to give exchange-traded funds a boost, but complex products wouldn't be eligible for the streamlined process

By Bloomberg
Vanguard files for two ETFs with ESG focus
MUTUAL FUNDS JUN 27, 2018
Vanguard files for two ETFs with ESG focus

One fund to be U.S.-oriented, one will be international.

By InvestmentNews
Celebrated investor Jim Rogers launches ETF
EMERGING MARKETS JUN 21, 2018
Celebrated investor Jim Rogers launches ETF

The perennially bearish Rogers will look for volatility trends, aided by artificial intelligence.

By John Waggoner
Americans still have no emergency savings, poll finds
MUTUAL FUNDS JUN 20, 2018
Americans still have no emergency savings, poll finds

Despite stronger economy, 1 in 4 of the highest-income households either have no emergency savings or just enough to cover less than three months.

By Bloomberg
Alternatives in target-date funds can increase retirement income, lower risk: report
MUTUAL FUNDS JUN 20, 2018
Alternatives in target-date funds can increase retirement income, lower risk: report

Georgetown report also notes diversification of TDFs requires education for participants and oversight by plan sponsors.

By James Comtois