Mutual Funds

Displaying 5317 results
ICI seeks Trump's support for investment rules revamp
INVESTING MUTUAL FUNDS NOV 18, 2024
ICI seeks Trump's support for investment rules revamp

The lobbying group's regulatory wish list to the president-elect's transition team includes reforms around ETF innovation, private-market products, and slashing regulatory costs.

BlackRock wades further into active ETFs with first mutual-fund flip
INVESTING ETFS NOV 18, 2024
BlackRock wades further into active ETFs with first mutual-fund flip

The asset management titan's latest maneuver to convert an international dividend strategy puts it in league with rivals including Dimensional Fund Advisors and Fidelity.

Millennials more likely to seek stock gains through index funds
INVESTING EQUITIES NOV 06, 2024
Millennials more likely to seek stock gains through index funds

Research suggests Gen Y investors' embrace of index investing could create an entry point for advisors looking to work with the next generation.

Western Asset's flagship bond fund sinks below $10B amid investor panic
INVESTING MUTUAL FUNDS NOV 04, 2024
Western Asset's flagship bond fund sinks below $10B amid investor panic

The Franklin Templeton subsidiary's key fixed income fund has bled $11.1 billion in assets year-to-date amid a federal investigation of the firm's star trader and CIO Ken Leech.

BlackRock gets in line for the elusive ETF share class
INVESTING ETFS NOV 01, 2024
BlackRock gets in line for the elusive ETF share class

The giant asset manager's "timing is interesting", says analyst as State Street goes the other way, seeking approval for mutual fund share classes of existing ETFs.

Vanguard culling its legacy mutual fund account system by end of 2025
INVESTING MUTUAL FUNDS OCT 25, 2024
Vanguard culling its legacy mutual fund account system by end of 2025

If a legacy transfer agent system falls in the forest, and no one is around to hear it, does it make a sound?

World's top asset managers rebounded to $128T in 2023
INVESTING ETFS OCT 23, 2024
World's top asset managers rebounded to $128T in 2023

BlackRock, Vanguard and Fidelity topped the AUM league table while passive strategies cemented their place with a new asset record.

After $1.8T active fund exodus, has the investment industry reached peak passive?
INVESTING ALTERNATIVES OCT 07, 2024
After $1.8T active fund exodus, has the investment industry reached peak passive?

New Deloitte outlook offers insights on active ETFs, alternatives' mixed performance, and advisors' role in the rise of private credit.

Vanguard settles lawsuit over TDF capital gains tax mess
INVESTING ETFS SEP 24, 2024
Vanguard settles lawsuit over TDF capital gains tax mess

Company reaches agreement with shareholders who said they were burned by 2020 decision to lower investment minimums for institutional shares.

Model portfolio assets hit $6.6T milestone in Q2: Broadridge
INVESTING PRACTICE MANAGEMENT SEP 19, 2024
Model portfolio assets hit $6.6T milestone in Q2: Broadridge

Latest snapshot shows advisors leading the charge, with two-thirds of total model assets held in equity mutual funds and ETFs.

McKinsey sees money manager war brewing as $10T comes into play
INVESTING ETFS SEP 18, 2024
McKinsey sees money manager war brewing as $10T comes into play

A tsunami of assets to be dislodged from banks, insurers, and wealthy retail clients over the next decade poses an opportunity for the embattled asset management industry.

Four-fifths of retirement plan advisors are talking about lifetime income
INVESTING LIFE INSURANCE AND ANNUITIES SEP 18, 2024
Four-fifths of retirement plan advisors are talking about lifetime income

BlackRock research surveys retirement advisors' sentiment around active managements, retirement income solutions, and AI.

3iQ, CoinDesk launch global digital asset fund partnership
INVESTING ALTERNATIVES SEP 16, 2024
3iQ, CoinDesk launch global digital asset fund partnership

The two crypto-focused firms' new venture gives advisors an onramp to expand portfolio exposures gradually beyond Bitcoin.

Index funds and advisors give investors a confidence boost
INVESTING ETFS SEP 12, 2024
Index funds and advisors give investors a confidence boost

Survey research shines a light on the increasing role of index strategies, and how advisors can continue showing their value.

Luxury real estate is the shiny new thing in muni bond markets
INVESTING MUTUAL FUNDS SEP 11, 2024
Luxury real estate is the shiny new thing in muni bond markets

Demand for luxury junk deals has helped drive outsized returns in high-yield municipal bonds this year, exemplifying a trend that favors developments for the ultra-rich.

Capital Group enhances multi-asset shelf with blended target-date series
INVESTING RETIREMENT PLANNING SEP 09, 2024
Capital Group enhances multi-asset shelf with blended target-date series

Combining CITs and ETFs, the firm's newest offerings include index-based passive exposures from State Street and BlackRock.

Western Asset clients yank $4.9B after co-CIO's sudden leave
INVESTING MUTUAL FUNDS SEP 06, 2024
Western Asset clients yank $4.9B after co-CIO's sudden leave

The SEC and justice department are probing whether the firm, a subsidiary of Franklin Templeton, cherry-picked trades to favor certain clients.

Amplify launches new growth-oriented covered call ETF 
INVESTING ETFS AUG 23, 2024
Amplify launches new growth-oriented covered call ETF 

Fund seeks to lower volatility and pay high current income on a monthly basis.

Fund fee wars are getting less bloody, says Morningstar
INVESTING ETFS JUL 09, 2024
Fund fee wars are getting less bloody, says Morningstar

While investors saved an estimated $3.4B last year, the industry could be at a tipping point as cost pressures and other forces mount.

Allspring braces to leap into active ETF space
INVESTING ETFS JUN 21, 2024
Allspring braces to leap into active ETF space

The mutual fund giant’s move to adopt Vanguard’s dual-class model puts it in the running with other asset managers looking for a stake.