Results for "mutual funds & ETFs"

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Goldman to buy S&P portfolio unit to boost ETF sales

March 19, 2019

Goldman Sachs Group Inc. agreed to buy a new distribution channel for its expanding roster of exchange-traded funds. The acquisition of Standard & Poor's Investment Advisory Services gives the bank another vehicle to bring its funds to investors...

ESG options scarce in 401(k) plans

March 16, 2019

By virtually any measure, the demand for socially conscious investment products has never been greater. Thanks in large part to support from women and young investors, investment strategies that focus on environmental, social and governance...

529 plans also miss the boat when it comes to ESG

March 16, 2019

If​ ever there was a market ripe for ESG investments, it would seem to be the 529 college savings program, which turns 20 this year. Even though most contributors to college savings plans are young parents who tend to be more conscious of...

ESG funds have never been cheaper as Vanguard sets off fee war

March 15, 2019

The price war has come to socially conscious investing. BlackRock Inc., Vanguard Group and Deutsche Bank's DWS Group have slashed fees for exchange-traded funds that track companies performing well on environmental, social and governance criteria....

10 funds with the largest holdings of Boeing

March 14, 2019

Boeing Co. has been hit hard since one of its Max 737 jetliners crashed in Ethiopia Sunday, the second instance of a fatal crash involving that type of plane in less than five months. Countries around the world decided to ground 737 Max planes...

Lipper plans ESG scoring system for mutual funds

March 12, 2019

In the latest acknowledgment by the financial services industry of a more socially conscious investor universe, Lipper plans to roll out a system for grading mutual funds based on social, environmental and corporate governance parameters. The...

Forget zero fees. This ETF is offering to pay investors

March 12, 2019

Free is no longer cheap enough in the ultra-competitive market for exchange-traded funds. Salt Financial, which currently runs one $10 million ETF, plans to woo buyers with a fund that will temporarily pay them to invest, according to regulatory...

SEC says 79 firms will return $125 million to clients as part of clemency program

March 11, 2019

The Securities and Exchange Commission announced Monday that 79 investment firms agreed to return $125 million to clients to whom they had sold inappropriate high-fee mutual funds. The restitution, most of which went to retail investors, is...

JPMorgan rolls out cheapest-ever stock ETF

March 11, 2019

JPMorgan Chase & Co. is still trying to make a buck while selling America's cheapest exchange-traded fund. The bank plans to charge just 20 cents for every $1,000 invested in a new stock fund, undercutting all 2,000 existing U.S. ETFs, a regulatory...

Vanguard plans its first actively managed ESG fund

March 7, 2019

Vanguard has created its first actively managed environmental, social and governance fund, which will be added to its current ESG offerings. The Vanguard Global ESG Select Stock Fund will be managed by Wellington Management Co. and is expected...

Interactive list of 2019 Lipper fund award winners

March 7, 2019

The 2019 Refinitiv Lipper Fund Awards winners have been announced. Lipper measures the winners by their risk-adjusted returns over multiple periods. Award winners are rewarded for consistency over time, including the top 3-year, 5-year and 10-year...

2019 Lipper Awards: Faith-based fund takes a starring role

March 7, 2019

The 2019 Lipper Fund Awards by Refinitiv, recognizing the best risk-adjusted mutual fund performance, identifies more than 300 individual fund winners across multiple categories, but one of the biggest winners this year is a fund company that...

10 things to know about TDFs

March 6, 2019

Target-date funds are booming, with combined assets in mutual funds and collective investment trust funds approaching $1.8 trillion, according to Sway Research. The average 401(k) plan holds roughly 22% of its assets in TDFs, up from 8% a decade...

Vanguard share of target-date fund market becoming 'obscene'

March 4, 2019

Vanguard Group extended its dominance over the target-date fund market last year as the flow of retirement assets into index funds continued unabated, with employers seeking to reduce the cost of their 401(k) plans. Vanguard swelled its target-date...

Morningstar brings Pimco flagship fund down down a peg

March 1, 2019

For the first time in its 32-year history, the flagship Pimco Total Return Bond Fund (PTTRX) has found itself hoisting less than a four-star overall performance rating from Morningstar. While the fund-tracker gives the $65 billion fund its highest-level...

Vanguard lowers fees on some ETFs

March 1, 2019

Vanguard Group, the second-largest issuer of exchange-traded funds, escalated an industry price competition by lowering fees on three of its popular products. The asset manager will reduce fees on its Vanguard Total Bond Market ETF, making it...

Vanguard using ETF portfolios to turn advisers into life coaches

March 1, 2019

Vanguard Group's Greg Davis has a message for financial advisers about their clients: "You are their emotional ballast for the uncertain times." The chief investment officer of the $5 trillion asset manager stressed the growing importance of...

`Investing on steroids' pays off as thematic ETFs outperform

February 28, 2019

For returns more than triple the stock market average so far this year, look no further than a quirky group of exchange-traded funds that bet on the latest investment fads. The top three performing U.S.-listed, non-leveraged ETFs this year are...

March 9, 2009: Financial advisers share lessons, scars from rock bottom

February 28, 2019

For those working in the financial services industry 10 years ago, memories of the financial crisis are often bookended by the March 9, 2009 bottom, when the S&P 500 Index halted its 17-month freefall for a 56.8% decline from the Oct. 9, 2007...

Fidelity says it fully discloses fund fees in 401(k) plans

February 27, 2019

Fidelity Investments says it fully discloses fees that it charges some mutual funds for using the company's platform to access retirement plan customers. The fees and Fidelity's disclosure of them are being probed by the U.S. Labor Department,...

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