Mutual Funds

Displaying 5349 results
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
Concerns about trade war play out in ETF flows
ETFS JUN 20, 2018
Concerns about trade war play out in ETF flows

Investors are hell-bent on industrials-to-small-caps rotation trade

By Bloomberg
ETrade adds 32 Vanguard ETFs to its no-transaction-fee platform
ETFS JUN 20, 2018
ETrade adds 32 Vanguard ETFs to its no-transaction-fee platform

Also adds ETFs from iShares, Direxion and others

By John Waggoner
Mutual funds feel the pinch of platform fees
MUTUAL FUNDS JUN 20, 2018
Mutual funds feel the pinch of platform fees

No-transaction-fee options are a big hit with investors, but funds wind up paying the costs — and passing them on.

By John Waggoner
BlackRock to close 16 smart-beta, multifactor ETFs
ETFS JUN 19, 2018
BlackRock to close 16 smart-beta, multifactor ETFs

Closures occur as the company puts more emphasis on factor investing.

By Bloomberg
Small-cap stocks unfazed by trade tensions
MUTUAL FUNDS JUN 19, 2018
Small-cap stocks unfazed by trade tensions

But an all-out trade war could change everything

By John Waggoner
401(k) fund fees continue to fall
RETIREMENT PLANNING JUN 19, 2018
401(k) fund fees continue to fall

Equity and bond fund fees down more than 45% from the early 2000s.

By Greg Iacurci
Should investment advisers be put on a pedestal when it comes to advice standards?
MUTUAL FUNDS JUN 19, 2018
Should investment advisers be put on a pedestal when it comes to advice standards?

Former SEC chairwoman Elisse Walter says their fiduciary duty is largely about disclosing conflicts, not eliminating them.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUN 15, 2018
Fidelity cuts target-date fund fees

Competition is heating up among asset managers.

By Bloomberg
MUTUAL FUNDS JUN 14, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

By Bloomberg
ETFS JUN 14, 2018
Fidelity hedges the Fed by expanding into factor-based bond ETFs

High-yield and low-duration strategies will seek specific investment outcomes.

By Jeff Benjamin
MUTUAL FUNDS JUN 12, 2018
Cash floods into money market funds

Short-term debt funds are flourishing because they finally pay something.

By Bloomberg