Mutual Funds

Displaying 5317 results
Morgan Stanley files to offer its own ETFs
INVESTING ESG AUG 17, 2022
Morgan Stanley files to offer its own ETFs

Decades after coining the term 'exchange-traded fund,' the firm plans to offer four socially conscious funds under the Calvert label.

ESG funds being probed by SEC over ceding votes on social issues
INVESTING ESG AUG 15, 2022
ESG funds being probed by SEC over ceding votes on social issues

The agency is asking companies offering ESG funds whether they lend out shares, which could impact their ability to cast ballots in corporate elections.

Anti-ESG movement spawns new fund in battle against industry giants
INVESTING RIAS AUG 10, 2022
Anti-ESG movement spawns new fund in battle against industry giants

Fledgling ETF provider Strive Asset Management hopes to compete with BlackRock, Vanguard and State Street for proxy voting power.

Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF
INVESTING MUTUAL FUNDS AUG 10, 2022
Vanguard wrests BlackRock’s spot as manager of world’s biggest bond ETF

The Vanguard Total Bond Market ETF, with assets of roughly $83.8 billion, has surpassed the $83.2 billion iShares Core U.S. Aggregate Bond ETF.

Single-stock ETF craze leads to single Treasury bond exposure
INVESTING EQUITIES AUG 09, 2022
Single-stock ETF craze leads to single Treasury bond exposure

The new US Benchmark Series from F/m Investments offers traders exposure to three different government bonds.

Amundi rolls out ESG separate account for wealthy investors
INVESTING ESG AUG 09, 2022
Amundi rolls out ESG separate account for wealthy investors

The Amundi US Equity ESG Improvers SMA is two-thirds allocated to companies expected to improve their ESG score.

BlackRock sees investors turning to thematic ETFs to hedge against inflation
INVESTING ESG AUG 08, 2022
BlackRock sees investors turning to thematic ETFs to hedge against inflation

Interest seen in infrastructure, food-related and clean-energy themes as investors look for long-term structural trends.

Sustainable funds with the highest returns in a down year
INVESTING ESG AUG 08, 2022
Sustainable funds with the highest returns in a down year

These 10 funds are doing the best, but they're not like the others.

Are your clients on the wrong glide path? 
INVESTING RETIREMENT PLANNING AUG 08, 2022
Are your clients on the wrong glide path? 

If a target-date fund is among a client's investments, an adviser can check the fund’s glide path as well as the equity percentage of the portfolio.

Covid-themed ETF shifts focus to monkeypox
INVESTING EQUITIES AUG 05, 2022
Covid-themed ETF shifts focus to monkeypox

As the White House declares monkeypox a national health emergency, ETFMG tweaks its marketing without adjusting the portfolio.

Schwab crypto ETF begins trading
INVESTING ALTERNATIVES AUG 04, 2022
Schwab crypto ETF begins trading

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

Goldman Sachs preps two sustainable ETFs
INVESTING ESG AUG 04, 2022
Goldman Sachs preps two sustainable ETFs

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

Fidelity adds five sustainable funds to 529 plans
INVESTING ESG AUG 02, 2022
Fidelity adds five sustainable funds to 529 plans

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

Impact funds getting more attention as investors seek to address climate change, racial equity
INVESTING ESG AUG 02, 2022
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.

Active vs. passive: Market pros weigh in on the best strategy
INVESTING EQUITIES AUG 01, 2022
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.

Obsession with income sweeps across asset classes
INVESTING MUTUAL FUNDS AUG 01, 2022
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.

Will a target-date fund crash bury the boomers?
INVESTING RETIREMENT PLANNING JUL 27, 2022
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%.

ETFs that worry Wall Street regulators rake in billions
INVESTING MUTUAL FUNDS JUL 25, 2022
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.

SEC fines Private Advisor Group $5.8 million for using high-fee mutual funds
INVESTING BROKER DEALERS JUL 22, 2022
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.

Cathie Wood’s Ark shutters transparency ETF in first closure
INVESTING MUTUAL FUNDS JUL 21, 2022
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.