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Mutual Funds

Displaying 5287 results

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Schwab crypto ETF begins trading

The fund, which began trading on the NYSE Arca exchange, tracks the firm's Crypto Thematic Index.

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Goldman Sachs preps two sustainable ETFs

The two products would invest at least 80% of their assets in corresponding indexes built by the firm.

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Fidelity adds five sustainable funds to 529 plans

The portfolios were added to programs for Connecticut, New Hampshire and Massachusetts.

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Impact funds getting more attention as investors seek to address climate change, racial equity

A survey published by Calvert Impact Capital found that 94% of advisers said they would like to see more impact products on the market.

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Active vs. passive: Market pros weigh in on the best strategy

Passive funds' share of the domestic equity-fund market is close to 58%, but the active-versus-passive debate has become more heated amid the recent stock turmoil.

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Obsession with income sweeps across asset classes

Three dividend-focused ETFs rank among the top 10 in terms of equity inflows, and on the fixed-income side, Treasuries have seen a fierce rally.

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Will a target-date fund crash bury the boomers?

A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.

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ETFs that worry Wall Street regulators rake in billions

The products are a growing corner of the almost $6.4 trillion industry, defying words of caution issued by the Securities and Exchange Commission and others.

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SEC fines Private Advisor Group $5.8 million for using high-fee mutual funds

It's the latest action in the SEC's long-running campaign to crack down on disclosure and best-execution failures involving 12b-1 fees.

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Cathie Wood’s Ark shutters transparency ETF in first closure

The ARK Transparency ETF gained only $12 million in assets since inception, a fraction of the $9 billion in Wood’s flagship fund.

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Single-stock ETFs could be new gold rush for Wall Street

More than 80 exchange-traded funds tracking single stocks are planned, covering some 37 companies.

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Coming soon: Single-stock ETFs for traders but not investors

The first examples of this new strain of ETF creativity could hit the markets within days, giving day traders another toy and financial advisers another headache.

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God Bless America ETF may be coming soon with ticker YALL

The exchange-traded fund seeks to invest in companies that create American jobs and will screen out firms that stress political activism.

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Fidelity moves into liquid alts space with two new mutual funds

The debut of the macro opportunities and risk parity strategies paves the way for an expanding alternatives lineup.

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BlackRock sees 30% jump in flows to suite of climate ETFs

The nine ETFs, which have tracked EU-regulated climate transition benchmarks since October, attracted a net $2.7 billion this year as of mid-June.

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Massachusetts orders Vanguard to repay investors $5.5 million for TDF taxes

Vanguard lowered the account minimum for an institutional target-date fund, causing a migration from the retail TDF, leaving those who held onto it in taxable accounts with a big capital gains bill.

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New ETFs only invest at night and aim for dreamy returns

The NightShares strategy involves buying the index at the end of the day and selling it every morning.

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It’s not too late to join the liquid alts party, Morningstar says

Key to allocating to funds employing alternative strategies is knowing what to expect and not trying to time investments.

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Nuveen ‘net zero’ ETF includes oil and gas holdings

The Nuveen Global Net Zero Transition ETF seeks to decarbonize by engaging with high emitters.

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Yield-hungry investors are flocking to high-dividend ETFs

With bonds slumping, a record amount of money is pouring into exchange-trade funds focused on big dividend payouts.