Mutual Funds

Displaying 5349 results
ETFS FEB 14, 2018
Volatility-tied note that crashed was meant for hedge funds: Credit Suisse CEO

Prospectus warned that the exchange-traded note has 'zero long-term value,' Thiam says.

By Bloomberg
EQUITIES FEB 14, 2018
Infrastructure funds aren't yet feeling the love

Stocks have lagged amid skepticism about the Trump administration's plan.

By John Waggoner
MUTUAL FUNDS FEB 13, 2018
Advisers trying to hide high-fee mutual fund share classes won't fool SEC

Agency has the ability to detect share-class issues using data-driven initiatives.

By Mark Schoeff Jr.
EQUITIES FEB 13, 2018
Active funds shone during sell-off

Equity mutual funds beat benchmarks across the board, with the large-cap growth category doing best.

By Bloomberg
MUTUAL FUNDS FEB 12, 2018
ETF at heart of market turmoil lures record cash

ProShares volatility-linked fund took in more than $500 million last week.

By Bloomberg
RETIREMENT PLANNING FEB 12, 2018
Target-date assets continue to climb

TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey

By Bloomberg
EQUITIES FEB 12, 2018
Record $23 billion flees world's largest ETF

SPDR S&P 500 exchange-traded fund saw outflows amounting to 8% of its total assets last week.

By Bloomberg
PRACTICE MANAGEMENT FEB 12, 2018
SEC offers advisers amnesty to move clients out of high-fee mutual fund share classes

Enforcement division giving advisers until June 12 to declare intentions to self-report fiduciary violations and make financial restitution.

By Jeff Benjamin
MUTUAL FUNDS FEB 12, 2018
Schwab: Lower minimums, uniform pricing for funds boost flows

The changes increase mutual funds and ETFs' appeal to small retirement plans, too

By John Waggoner
MUTUAL FUNDS FEB 12, 2018
Muni money funds show signs of life

Tax-exempt money fund assets have grown almost $7 billion so far this year.

By Bloomberg
ETFS FEB 09, 2018
Fidelity halts investor purchases of three volatility-focused ETFs

Customers can sell out of existing positions, but can't buy into the funds, company says.

By Bloomberg
EQUITIES FEB 09, 2018
Despite January's run-up in stocks, investors headed to bonds

More than $46 billion went to taxable bonds last month, versus $17 billion flowing into stock funds and ETFs.

By John Waggoner
EQUITIES FEB 08, 2018
Retirement savers flee stocks as market slides

Over the past week, 401(k) participants have been trading much more than usual, moving from equities into fixed income and money funds.

By Bloomberg
EQUITIES FEB 08, 2018
Alternative funds suddenly look a whole lot better

The market sell-off highlights the virtues of hedging.

By John Waggoner
EQUITIES FEB 07, 2018
Tiny vol products helped fuel market's slump

Exchange-traded products tied to volatility were a 'major driver' of Monday's mayhem.

By Bloomberg
ETFS FEB 06, 2018
ETFs tied to volatility index suffer

Credit Suisse to redeem volatility note; more than a dozen other funds have suspended trading

By Bloomberg
ETFS FEB 06, 2018
Credit Suisse to redeem volatility note

The value of the XIV exchange-traded note plunged more than 80% in late trading Monday

By Bloomberg
MUTUAL FUNDS FEB 06, 2018
How the biggest U.S. stock funds, ETFs fared in the market drop

Stocks took a beating in recent days amid concerns that a healthy economy could trigger higher inflation. Here's how the 50 largest funds, ranked by assets, performed. <b><i>(More: <a href=&quot;http://www.investmentnews.com/article/20180206/FREE/180209949/stock-market-sell-off-takeaways-to-share-with-clients&quot; target=&quot;_blank&quot;>Stock market sell-off: Takeaways to share with clients</a>)</b></i>

By John Waggoner
MUTUAL FUNDS FEB 02, 2018
Vanguard fund marks down Uber shares

Pricing nontraded shares is often more art than science.

By John Waggoner
RIA NEWS FEB 02, 2018
In case of Ariel v. Ariel, the little Ariel triumphs

RIA that was sued by asset manager wins case on appeal

By Bloomberg