Mutual Funds

Displaying 5317 results
ETF providers struggle to steer institutional investors away from lower-cost retail funds
INVESTING ETFS JUL 10, 2020
ETF providers struggle to steer institutional investors away from lower-cost retail funds

Large investors are giving up liquidity and tighter spreads for lower fees

Invesco hitches wagon to Fidelity's semitransparent ETF technology
INVESTING ETFS JUL 09, 2020
Invesco hitches wagon to Fidelity's semitransparent ETF technology

The unique new exchange-traded fund wrapper is slowly gaining steam

Vanguard expands ESG ETF suite to include corporate bonds
INVESTING ETFS JUL 09, 2020
Vanguard expands ESG ETF suite to include corporate bonds

The new fund is designed to fill a gap in the growing ESG market

CareerBuilder gets win in 401(k) lawsuit, others face new claims
INVESTING RETIREMENT PLANNING JUL 08, 2020
CareerBuilder gets win in 401(k) lawsuit, others face new claims

Paychex, Astellas and Aon were recently sued, and the $12.4 million settlement in a Northrop Grumman suit has been held up

Want to short high-yield debt? Here's an ETF for you
INVESTING MUTUAL FUNDS JUL 07, 2020
Want to short high-yield debt? Here's an ETF for you

Tabula Investment Management launched an exchange-traded fund that lets investors bet against high-yield debt issued by North American companies

Vanguard surpasses BlackRock in ETF inflows during first half
INVESTING MUTUAL FUNDS JUL 07, 2020
Vanguard surpasses BlackRock in ETF inflows during first half

Market volatility triggered selling by the types of active traders who use BlackRock's iShares funds

'Lost and found' 401(k) bill resurfaces
INVESTING RETIREMENT PLANNING JUL 06, 2020
'Lost and found' 401(k) bill resurfaces

The Treasury would build a national account-tracking system, under bipartisan legislation co-sponsored by Sen. Elizabeth Warren

Investors move from junk-bond funds into Treasury funds
INVESTING MUTUAL FUNDS JUL 06, 2020
Investors move from junk-bond funds into Treasury funds

More than $2.6 billion flowed out of high-yield bond ETFs last week, along with $5.6 billion that left high-yield mutual funds

T. Rowe Price finds a path to the ETF market
INVESTING ETFS JUL 06, 2020
T. Rowe Price finds a path to the ETF market

The traditional mutual fund provider plans to launch four semitransparent ETFs this month

Vanguard, State Street resist the new ETF craze
INVESTING MUTUAL FUNDS JUL 01, 2020
Vanguard, State Street resist the new ETF craze

Two of the industry's biggest players are taking a wait-and-see attitude on active nontransparent ETFs

401(k) suits target Trader Joe's, Costco, others
INVESTING RETIREMENT PLANNING JUL 01, 2020
401(k) suits target Trader Joe's, Costco, others

Litigation alleging that plan sponsors breached their fiduciary duty keeps coming

Model portfolio assets dropped to $3 trillion in first quarter
INVESTING ETFS JUL 01, 2020
Model portfolio assets dropped to $3 trillion in first quarter

More than half were in adviser-led portfolios, according to Broadridge research

Schwab ETFs see billions flowing in and out
INVESTING MUTUAL FUNDS JUN 29, 2020
Schwab ETFs see billions flowing in and out

Big moves stir speculation the company may be revising the allocations of its model portfolios

BlackRock cuts fees on three core ETFs
INVESTING MUTUAL FUNDS JUN 26, 2020
BlackRock cuts fees on three core ETFs

The asset manager is reducing the cost of key iShare funds by one basis point

Coming soon: Dimensional Fund Advisors ETFs
INVESTING ETFS JUN 26, 2020
Coming soon: Dimensional Fund Advisors ETFs

For the first time, individual investors will have direct access to coveted DFA strategies

DOL's stance on ESG in 401(k)s could be difficult to undo
INVESTING RETIREMENT PLANNING JUN 25, 2020
DOL's stance on ESG in 401(k)s could be difficult to undo

Only 0.1% of plan assets are in ESG-specific funds, but many, if not most, investment products have integrated ESG criteria

ETNs face crisis of confidence
INVESTING ETFS JUN 23, 2020
ETNs face crisis of confidence

Credit Suisse’s decision to delist nine exchange-traded notes worth nearly $3 billion points to an existential crisis in this sector of the ETF market

TSP doubles target-date options for federal workers
INVESTING RETIREMENT PLANNING JUN 23, 2020
TSP doubles target-date options for federal workers

Participants in the $557 billion Thrift Savings Plan will have many more target-date vintages available to them starting in July

BNY, Wilshire roll out small-plan custom TDF option for advisers
INVESTING RETIREMENT PLANNING JUN 23, 2020
BNY, Wilshire roll out small-plan custom TDF option for advisers

The product includes five glide paths and can include investment options that are already on plan menus

Credit Suisse to delist exchange-traded note that's up 200% this year
INVESTING ETFS JUN 22, 2020
Credit Suisse to delist exchange-traded note that's up 200% this year

Bank is axing a total of nine ETNs, most of which are leveraged