Subscribe

Mutual Funds

Displaying 5288 results

Topic

Fidelity leads flurry of bitcoin ETF refilings to answer SEC questions

All five of the refiled applications indicated that Coinbase will provide market surveillance for their funds, a fact that wasn't included in previous iterations.

Topic

SEC’s rejection of BlackRock bitcoin ETF unlikely to derail eventual approval

Rejection screams 'we're ready to approve,' says financial planner.

Topic

Fidelity joins race for spot-bitcoin ETF with SEC filing

It's the latest high-profile traditional financial finance firm to file for such an exchange-traded fund, after BlackRock made a splash with its June 15 application.

Topic

Fidelity to convert $13 billion of mutual funds into ETFs

The shift from mutual funds to exchange-traded funds has affected almost $100 billion in assets, as investors opt for lower-cost, tax-efficient ETFs over mutual funds.

Topic

Inflation-safe ETFs see record $17 billion exit

Exchange-traded funds designed to protect against inflation have faltered in the face of still sticky price pressure, leading many investors to rush for the exits.

Topic

ETF designed to climb along with interest rates adjusts in stride with Fed

FolioBeyond's Rising Rates ETF is being renamed the Alternative Income and Interest Rate Hedge ETF.

Topic

T. Rowe launches its first transparent active equity ETFs

The storied mutual fund complex was late to the exchange-traded fund game but has attracted $1 billion in ETF assets since launching its first suite of funds three years ago.

Topic

ESG returns rebound, taking some gas out of performance debate

There are lessons in the data for politicians who are pro- or anti-ESG, but the numbers might be dismissed.

Topic

BlackRock bitcoin ETF has crypto fans wondering about change of course at SEC

Given the three dozen others that have filed for a bitcoin ETF without success, ETF watchers are wondering if BlackRock has an inside track to gain approval.

Topic

Finra spanks Schwab with $350,000 fine over disclosures on ETNs

Schwab self-reported the issues with disclosures related to exchange-traded notes, which occurred from January 2016 to December 2020, to Finra.

Topic

Fidelity bulks up its ‘disruptor’ suite with 6 new thematic ETFs

The asset manager is banking on financial advisors' growing interest in targeted investment strategies.

Topic

ETF niche players combine to form nearly $8 billion suite of specialty funds

Amplify ETFs is acquiring the assets of ETF Managers Group, bringing under one roof funds that offer exposure to marijuana, blockchain, artificial intelligence and more.

Topic

Anti-ESG funds started with roar, tapered to meow, report finds

Sales were strong late last year amid several ETF launches in this category, but have since slowed, according to Morningstar.

Topic

Franklin Templeton’s Putnam buy raises doubts about scaling old-school asset management

The $1.4 trillion fund company continues to grow through acquisitions in a shrinking category.

Topic

House bill would nix ESG funds in Thrift Savings Plan

The retirement plan for federal government workers also includes numerous Christian and 'pro-life' funds that would seemingly be affected by the legislation.

Topic

Finra fines Vanguard $800,000 for misleading information on money market accounts

The firm miscalculated annual yield and income for nine funds on approximately 8.5 million statements. It also failed to act promptly when customers noticed something was wrong.

Topic

Nvidia stock spike shines light on ETFs offering AI exposure

As interest in artificial intelligence grows, it's worth looking under the hood of sector ETFs.

Topic

Debt-limit concerns push money market funds to fresh record

About $46.7 billion poured into US money market funds in the week ended Wednesday as investors piled into assets offering relatively safer returns amid the uncertainty around talks on extending the US debt limit.

Topic

Gensler forcefully defends mutual fund reform to skeptical industry audience

The SEC chair drew the ire of fund officials when he suggested that the agency looks out for investors while the industry looks out for itself.

Topic

State Street further extends proxy voting choice to ETFs

The new policy will apply to more than 80% of institutional equity fund assets and ETFs.