Mutual Funds

Displaying 5349 results
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once
ALTERNATIVES AUG 07, 2023
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once

The ARK Investment Management CEO backed away from her previous view that her firm's spot-bitcoin ETF would be the first to be approved.

By Bloomberg
ETF firms race to be first in line for ether futures
ALTERNATIVES AUG 02, 2023
ETF firms race to be first in line for ether futures

But demand for futures products, rather than spot ones, is a big question.

By Emile Hallez
State Street cuts fees on $78bn of ETFs in its core line
ETFS AUG 01, 2023
State Street cuts fees on $78bn of ETFs in its core line

The firm reduced fees by as much as half on its low-cost Portfolio ETFs, which are for buy-and-hold investors.

By Emile Hallez
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
RIA NEWS JUL 31, 2023
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

By Jeff Benjamin
Morgan Stanley files for next round of ETFs
WIREHOUSES JUL 24, 2023
Morgan Stanley files for next round of ETFs

The firm is launching three fixed-income exchange-traded funds bearing the Eaton Vance name, in addition to a Parametric ETF.

By Bloomberg
Sustainable fund outflows aren't fazing advisors
MUTUAL FUNDS JUL 21, 2023
Sustainable fund outflows aren't fazing advisors

Performance has turned around for ESG-themed funds in recent months.

By Emile Hallez
ETF strategy designed for night owls gets a wake-up call
RIA NEWS JUL 20, 2023
ETF strategy designed for night owls gets a wake-up call

NightShares shutters two ETFs that only invest when the market is closed.

By Jeff Benjamin
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years
MUTUAL FUNDS JUL 18, 2023
Global bond ETF AUM passes $2 trillion milestone, doubling in just 4 years

Exponential growth has propelled and transformed the market says BlackRock.

By Steve Randall
Young people far more likely to invest in ETFs than over 55s, says Invesco
MUTUAL FUNDS JUL 18, 2023
Young people far more likely to invest in ETFs than over 55s, says Invesco

Survey of retail investors also reveals why some private investors do not hold ETFs in their portfolios.

By Steve Randall
BlackRock bringing proxy-voting choice to retail investors in its largest ETF
ETFS JUL 17, 2023
BlackRock bringing proxy-voting choice to retail investors in its largest ETF

More than three million shareholder accounts in BlackRock's iShares Core S&P 500 ETF will be able to vote.

By Ryan W. Neal
Potential economic storms prompt investors to leave Cathie Wood's ARK
MUTUAL FUNDS JUL 17, 2023
Potential economic storms prompt investors to leave Cathie Wood's ARK

Economic uncertainty means investors want to see profits, but is the seasoned investor concerned about outflows despite her funds' rally?

By Steve Randall
Are we set for a bonds bonanza?
ETFS JUL 14, 2023
Are we set for a bonds bonanza?

BlackRock hails once-in-a-generation opportunity as advisor urges investors not to forget long-term goals.

By Emile Hallez
Advisors pulled out of equities, increased exposure to alts in 2022
ALTERNATIVES JUL 14, 2023
Advisors pulled out of equities, increased exposure to alts in 2022

Just because alts have been democratized doesn’t mean they're a fit for everyone, advisor warns.

By Ryan W. Neal
DFA request for ETF share classes marks tipping point for legacy fund companies
RIA NEWS JUL 14, 2023
DFA request for ETF share classes marks tipping point for legacy fund companies

The $614 billion asset manager is applying a full-court press to take advantage of an expired Vanguard patent.

By Jeff Benjamin
Asset managers want to expand their advisor channels and offer more resources
MUTUAL FUNDS JUL 13, 2023
Asset managers want to expand their advisor channels and offer more resources

Independent and hybrid RIAs are in focus as managers look to broaden their product distribution

By Steve Randall
SEC overhauls money-market fund rules to thwart rapid outflows
MUTUAL FUNDS JUL 12, 2023
SEC overhauls money-market fund rules to thwart rapid outflows

The regulator won't require 'swing pricing' for money funds after fierce pushback from the industry.

By Bloomberg
New ETF offers exposure to global music industry, but will advisors rock out?
MUTUAL FUNDS JUL 12, 2023
New ETF offers exposure to global music industry, but will advisors rock out?

The exchange-traded fund offers exposure to the entire music industry, including streaming services, content and distribution, live events and ticketing, and music equipment and technology.

By Ryan W. Neal
Money market funds to avoid new 'swing pricing' rules
MUTUAL FUNDS JUL 12, 2023
Money market funds to avoid new 'swing pricing' rules

The SEC is due to finalize its rules Wednesday with Wall Street now expecting a victory on a key component.

By Bloomberg
Stock rally, high rates have advisors rethinking covered call strategies
EQUITIES JUL 11, 2023
Stock rally, high rates have advisors rethinking covered call strategies

Hedging equities with option income loses some luster, but still works for certain clients.

By Jeff Benjamin
SEC set to release new rules for money-market funds
MUTUAL FUNDS JUL 06, 2023
SEC set to release new rules for money-market funds

The agency plans to hold a meeting next Wednesday to finalize its changes, which could result in a clash with the $5.5 trillion industry.

By Bloomberg