Mutual Funds

Displaying 5317 results
The push to allow CITs in 403(b)s
INVESTING RETIREMENT PLANNING JUN 22, 2020
The push to allow CITs in 403(b)s

A bipartisan bill to amend the Internal Revenue Code hints at more attention to the issue, according to a report from Morningstar

Why the Fed pays ETF trading commissions when small investors don't
INVESTING ETFS JUN 22, 2020
Why the Fed pays ETF trading commissions when small investors don't

There's more to the so-called free trades than meets the eye

Opening defined-contribution plans to private equity is a mistake
INVESTING OPINION JUN 21, 2020
Opening defined-contribution plans to private equity is a mistake

U.S. regulators dropped the ball in a recent letter clarifying that regulations do not prohibit the use of private equity funds in 401(k) plans

Borzi challenges SEC to use Reg BI to attack revenue sharing conflicts
INVESTING MUTUAL FUNDS JUN 19, 2020
Borzi challenges SEC to use Reg BI to attack revenue sharing conflicts

The architect of the DOL fiduciary rule remains skeptical of the SEC measure

New virus-themed ETF trades under ticker GERM
INVESTING MUTUAL FUNDS JUN 19, 2020
New virus-themed ETF trades under ticker GERM

The fund's biggest holding is Moderna, whose stock price has more than tripled this year on news about vaccine it's developing

BlackRock rolls out six ESG ETFs
INVESTING ESG JUN 18, 2020
BlackRock rolls out six ESG ETFs

The funds' debut follows BlackRock CEO Larry Fink's pledge in January to increase sustainable ETF offerings

On the record
INVESTING MUTUAL FUNDS JUN 17, 2020
On the record

InvestmentNews’ Jeff Benjamin leads a roundtable discussion with mutual fund managers who forecast unrest through 2020

Bond funds see record $74B in net flows in May
INVESTING MUTUAL FUNDS JUN 17, 2020
Bond funds see record $74B in net flows in May

Equity funds suffered net outflows, according to Morningstar

Fed purchases reshape market for bond ETFs
INVESTING MUTUAL FUNDS JUN 16, 2020
Fed purchases reshape market for bond ETFs

Cash is flooding into fixed-income ETFs at a record pace and interest in betting against both high-grade and junk funds has dissolved

401(k)s treat fixed income as an afterthought: Survey
INVESTING EQUITIES JUN 16, 2020
401(k)s treat fixed income as an afterthought: Survey

Defined-contribution plans generally place more emphasis on stock funds than fixed-income options

BlackRock plans ETF focused on remote-work companies
INVESTING MUTUAL FUNDS JUN 16, 2020
BlackRock plans ETF focused on remote-work companies

Its move follows Direxion's April announcement of a 'work-from-home' fund

401(k) lawsuits keep piling up
INVESTING RETIREMENT PLANNING JUN 12, 2020
401(k) lawsuits keep piling up

At least four lawsuits involving plans with more than $1 billion have been filed over the past few weeks

Falling fund fees are forcing advisers to check under the hood
INVESTING ETFS JUN 10, 2020
Falling fund fees are forcing advisers to check under the hood

The trend toward lower fees saved investors nearly $6 billion last year, according to data from Morningstar

ESG gaining ground in 529 programs
INVESTING MUTUAL FUNDS JUN 08, 2020
ESG gaining ground in 529 programs

More than a dozen college-savings plans now include at least one investment option following environment, social and governance criteria

Private equity in 401(k)s? Not anytime soon
INVESTING RETIREMENT PLANNING JUN 04, 2020
Private equity in 401(k)s? Not anytime soon

Very few plans include investments that use PE, and guidance this week from the Labor Department might not change that.

Finra orders Merrill Lynch to pay $7.2 million over mutual fund overcharges
INVESTING PRACTICE MANAGEMENT JUN 04, 2020
Finra orders Merrill Lynch to pay $7.2 million over mutual fund overcharges

The brokerage reimbursed customers a year ago, earning a break on sanctions for cooperation

BlackRock files to license nontransparent ETF structure
INVESTING MUTUAL FUNDS JUN 04, 2020
BlackRock files to license nontransparent ETF structure

The asset manager will use Precidian Investments' ActiveShares model

Vanguard struggling to break into European ETF market
INVESTING MUTUAL FUNDS JUN 04, 2020
Vanguard struggling to break into European ETF market

Eight years after it launched its first European ETFs, the giant asset manager has less than 6% of the market, compared with BlackRock's 45%

Fidelity rolls out three semitransparent ETFs
INVESTING EQUITIES JUN 04, 2020
Fidelity rolls out three semitransparent ETFs

The new funds showcase the firm's proxy basket technology

Allianz adds hedges to ETFs in new product offering
INVESTING EQUITIES JUN 01, 2020
Allianz adds hedges to ETFs in new product offering

Two ‘buffered outcome’ funds aim to match index returns with less risk