Mutual Funds

Displaying 5317 results
DWS readies ‘climate action’ ETF
INVESTING ESG JAN 09, 2023
DWS readies ‘climate action’ ETF

The product, which would invest in companies seen as leaders in addressing climate change in their businesses, would be the 14th Xtrackers ETF with an ESG theme.

Vanguard's efforts to navigate politics of ESG could be blueprint for others
INVESTING ESG JAN 06, 2023
Vanguard's efforts to navigate politics of ESG could be blueprint for others

Last month's decision to exit the Net Zero Asset Managers Initiative puts Vanguard in a spotlight it was likely trying to avoid.

ESG has DOL's blessing. Here's what can happen next in 401(k)s
INVESTING RETIREMENT PLANNING JAN 05, 2023
ESG has DOL's blessing. Here's what can happen next in 401(k)s

Target-date funds that are sustainable or responsible are fair game now for retirement plans, but there aren't many of them.

Bob Doll's predictions for 2023 paint less scary picture of year ahead
INVESTING EQUITIES JAN 03, 2023
Bob Doll's predictions for 2023 paint less scary picture of year ahead

His 10 calls for this year suggest a smoother ride for the markets that could depend on more action from Washington.

Cathie Wood's grim 2022 is almost over, but 2023 also looks bad
INVESTING MUTUAL FUNDS DEC 30, 2022
Cathie Wood's grim 2022 is almost over, but 2023 also looks bad

Wall Street has been slashing earnings forecasts for some of the biggest holdings of Wood's flagship ARK Innovation ETF, signaling more pain ahead for a strategy that took a beating in 2022.

VanEck liquidates two Russia ETFs
INVESTING MUTUAL FUNDS DEC 30, 2022
VanEck liquidates two Russia ETFs

Trading in the funds had ceased following Russia's invasion of neighboring Ukraine in February.

Vanguard to launch municipal bond index ETF
INVESTING ETFS DEC 22, 2022
Vanguard to launch municipal bond index ETF

The Vanguard Short-Term Tax-Exempt Bond ETF would track an index of municipal bonds with maturities between one month and seven years.

Appeal of higher yields has more advisers trading individual bonds instead of funds
INVESTING EQUITIES DEC 22, 2022
Appeal of higher yields has more advisers trading individual bonds instead of funds

While stock and bond funds have seen assets decline, direct ownership of individual bonds has increased over the past year.

ETF pioneer Kathleen Moriarty dies at 69
INVESTING ETFS DEC 22, 2022
ETF pioneer Kathleen Moriarty dies at 69

She earned the nickname 'SPDR Woman' for her work on the SPDR S&P 500 ETF Trust, which State Street Corp. introduced in 1993.

Complex products: You have to know them when you see them
INVESTING ALTERNATIVES DEC 19, 2022
Complex products: You have to know them when you see them

One of the challenges of regulating these investments is that there’s no agreed-upon definition for them.

Was 2022 the best year ever for exchange-traded funds?
INVESTING ETFS DEC 19, 2022
Was 2022 the best year ever for exchange-traded funds?

From asset flows out of mutual funds and into ETFs, to mutual fund-to-ETF conversions and the emergence of single-stock ETFs, the liquid, low-cost, tax-efficient ETF wrapper has notched a lot of wins this year.

No 2022 capital gains on Schwab exchange-traded funds
INVESTING MUTUAL FUNDS DEC 16, 2022
No 2022 capital gains on Schwab exchange-traded funds

The asset manager announced that all 29 of its ETFs will avoid such distributions this year.

Northern Trust report upends traditional way of looking at risks versus returns
INVESTING EQUITIES DEC 15, 2022
Northern Trust report upends traditional way of looking at risks versus returns

Institutional investors are over-diversifying and taking on too much uncompensated risk, leaving them with expensive index portfolios.

Big Three's grip on ETF market continues to slip
INVESTING ETFS DEC 15, 2022
Big Three's grip on ETF market continues to slip

Vanguard, BlackRock and State Street still command about 79% of all U.S. exchange-traded fund assets, but that's down from 91% in 2006.

Managers stop calling some assets ESG ahead of SEC rules
INVESTING ESG DEC 14, 2022
Managers stop calling some assets ESG ahead of SEC rules

Anti-greenwashing proposals are already having an effect, results of a US SIF survey suggest.

J.P. Morgan partners with cash management platform Trovata
INVESTING MUTUAL FUNDS DEC 13, 2022
J.P. Morgan partners with cash management platform Trovata

Trovata will host the Morgan Money corporate investing and trading solutions.

Fidelity funds seek to make bigger bets on individual stocks
INVESTING MUTUAL FUNDS DEC 08, 2022
Fidelity funds seek to make bigger bets on individual stocks

The money manager is asking shareholders to sign off on a proposal to let 13 of its growth funds exceed limits on the size of their stakes in individual stocks.

Hundreds of new ETFs launched this year amid bear market
INVESTING MUTUAL FUNDS DEC 08, 2022
Hundreds of new ETFs launched this year amid bear market

Firms have brought 422 new ETFs to market so far this year, putting them on track to surpass last year's record.

Sustainability-themed funds on the rise
INVESTING ESG DEC 07, 2022
Sustainability-themed funds on the rise

Newer ESG funds are coming to the market, and a greater share are sustainable funds, according to Cerulli.

Don't give up on charitable giving just yet
INVESTING MUTUAL FUNDS DEC 05, 2022
Don't give up on charitable giving just yet

A bear market and inflationary pressures may have many Americans feeling less wealthy lately, but not necessarily less generous.