Mutual Funds

Displaying 5317 results
Upholding the spirit of new legislation
INVESTING OPINION MAY 31, 2020
Upholding the spirit of new legislation

Lawmakers have stepped in to provide relief to millions of Americans, but the laws come with unforeseen loopholes

Stock ETNs dominated by Ken Fisher see big outflows
INVESTING ETFS MAY 29, 2020
Stock ETNs dominated by Ken Fisher see big outflows

The three exchange-traded notes have seen $3.5 billion in withdrawals this week

Oil ETF faces U.S. probes over disclosures
INVESTING MUTUAL FUNDS MAY 29, 2020
Oil ETF faces U.S. probes over disclosures

Both the SEC and the CFTC are looking at whether USO properly disclosed its risks to investors

Fed holdings of bond ETFs now total $2.98 billion
INVESTING MUTUAL FUNDS MAY 29, 2020
Fed holdings of bond ETFs now total $2.98 billion

The central bank also signaled that its lending program for states and municipalities will open soon

Legg Mason affiliate launches semitransparent ETF
INVESTING MUTUAL FUNDS MAY 28, 2020
Legg Mason affiliate launches semitransparent ETF

ClearBridge becomes the second asset manager to employ the unique new wrapper

BlackRock to mix target-dates and annuities
INVESTING RETIREMENT PLANNING MAY 27, 2020
BlackRock to mix target-dates and annuities

The product is designed to be fully liquid and includes contracts from two insurers

Homebuilder ETF rallies on sales surprise
INVESTING MUTUAL FUNDS MAY 27, 2020
Homebuilder ETF rallies on sales surprise

The SPDR S&P Homebuilders exchange-traded fund hit its highest level since early March after a better-than-expected report on single-family home sales

Gold ETF benefits from its London vault
INVESTING MUTUAL FUNDS MAY 23, 2020
Gold ETF benefits from its London vault

Because gold funds are backed by actual bars of the precious metal, they're better able to track the spot price when markets go haywire

Fed bought $1.8 billion of bond ETFs to date
INVESTING MUTUAL FUNDS MAY 21, 2020
Fed bought $1.8 billion of bond ETFs to date

The Fed data also showed total Fed assets rose to a record $7.04 trillion in the latest week

Troubles of giant oil ETF raise questions about commodity funds
INVESTING MUTUAL FUNDS MAY 21, 2020
Troubles of giant oil ETF raise questions about commodity funds

The United States Oil Fund’s extraordinary buying and selling suggests the ETF may have gotten too big for its own good

Fidelity doles out perks to high-net-worth clients
INVESTING MUTUAL FUNDS MAY 20, 2020
Fidelity doles out perks to high-net-worth clients

The company is planning to lure wealth management customers with credit card benefits, money-market fund access and other bonuses

JPMorgan shutting down ETFs that use hedge fund strategies
INVESTING ALTERNATIVES MAY 19, 2020
JPMorgan shutting down ETFs that use hedge fund strategies

The firm has had more success with its BetaBuilders funds, which track broad benchmarks at low prices

Despite market rebound, equity funds saw net outflows in April
INVESTING EQUITIES MAY 18, 2020
Despite market rebound, equity funds saw net outflows in April

While stocks are still out of favor, taxable bond funds are gaining appeal, according to Morningstar

Investment giants try to reshape ETF market
INVESTING MUTUAL FUNDS MAY 15, 2020
Investment giants try to reshape ETF market

Smaller companies are pushing back, arguing the big players are just trying to cement their dominance

Fed launches ETF program with $305 million purchase Tuesday
INVESTING MUTUAL FUNDS MAY 15, 2020
Fed launches ETF program with $305 million purchase Tuesday

The central bank's weekly balance sheet update also showed its total assets hit a new record of $6.93 trillion

401(k) investors warm to stock funds as market rises: report
INVESTING RETIREMENT PLANNING MAY 13, 2020
401(k) investors warm to stock funds as market rises: report

Investors are still worried about the market, but trading in 401(k) plans favored equities on most days in April

COVID-19 market tests basic TDF design
INVESTING RETIREMENT PLANNING MAY 13, 2020
COVID-19 market tests basic TDF design

'Through-retirement' target-date funds for those near retirement saw bigger losses this year than 'to-retirement' products of the same vintage

Fed to begin buying corporate bond ETFs Tuesday
INVESTING MUTUAL FUNDS MAY 12, 2020
Fed to begin buying corporate bond ETFs Tuesday

The Fed said another program to buy debt directly from issuers will launch 'in the near future'

Goldman, Fidelity, Gabelli put new spin on semi-transparent ETFs
INVESTING EQUITIES MAY 11, 2020
Goldman, Fidelity, Gabelli put new spin on semi-transparent ETFs

The asset management industry's push of the unique wrapper could be a tough sell with advisers

Wall Street tries to figure out which ETFs the Fed will buy
INVESTING MUTUAL FUNDS MAY 08, 2020
Wall Street tries to figure out which ETFs the Fed will buy

The central bank is expected to target the giant fixed-income ETFs; it may also invest in funds with defined maturity dates