Mutual Funds

Displaying 5343 results
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING 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
INVESTING EQUITIES FEB 08, 2018
Alternative funds suddenly look a whole lot better

The market sell-off highlights the virtues of hedging.

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

Pricing nontraded shares is often more art than science.

By John Waggoner
INVESTING RIAS 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
INVESTING PRACTICE MANAGEMENT JAN 30, 2018
The mutual fund men's club needs more women

Only 2% of the $12 trillion in assets in U.S. open-end mutual funds are managed by women.

By Tara Lachapelle
INVESTING MUTUAL FUNDS JAN 30, 2018
Wall Street can't derail the move to lower fees

Some firms are making it more expensive to buy Vanguard funds, but investors agree with Jack Bogle that &quot;you get what you don't pay for&quot;

By Nir Kaissar
INVESTING FINTECH JAN 29, 2018
Orion launches direct indexing

Robo-advisers bringing the strategy to investors could disrupt the index fund business.

By Ryan W. Neal
INVESTING MUTUAL FUNDS JAN 29, 2018
Morgan Stanley said to be trimming 600 funds from platform

While not confirming the number of funds on the chopping block, the firm acknowledged it is culling its offerings.

By John Waggoner
INVESTING MUTUAL FUNDS JAN 24, 2018
New goal for ETF providers: Help advisers

Less time spent picking funds means more time with clients.

By John Waggoner
INVESTING RETIREMENT PLANNING JAN 24, 2018
Fidelity pushes Vanguard to compete on brand in 401(k) plans

With Fidelity imposing an additional fee, Vanguard likely will look less attractive compared with comparably priced index-fund providers, advisers said.

By Greg Iacurci