Mutual Funds

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ETF universe is contracting for the first time
INVESTING MUTUAL FUNDS MAY 08, 2020
ETF universe is contracting for the first time

The attrition is occurring in niche offerings that are suffering amid investors' flight to safety

Schwab acquires Motif’s technology to push deeper into ESG investing
INVESTING FINTECH MAY 08, 2020
Schwab acquires Motif’s technology to push deeper into ESG investing

The purchase will help the discount brokerage develop thematic and direct indexing for clients

ESG funds saw inflows in first quarter
INVESTING ESG MAY 08, 2020
ESG funds saw inflows in first quarter

That compares with the outflows registered by mutual funds overall, according to Morningstar

Money funds holding record assets fret as yields head lower
INVESTING MUTUAL FUNDS MAY 08, 2020
Money funds holding record assets fret as yields head lower

The funds face the challenge of declining rates as their assets hit $4.77 trillion amid the flight to safety

Investors should head for credit rather than cash: UBS Wealth
INVESTING EQUITIES MAY 06, 2020
Investors should head for credit rather than cash: UBS Wealth

The firm suggests buying U.S. and emerging market debt and averaging into select stock sectors

New York Fed to begin buying ETFs in ‘early May’
INVESTING MUTUAL FUNDS MAY 04, 2020
New York Fed to begin buying ETFs in ‘early May’

The Fed's two corporate lending programs could buy up to $750 billion in debt and exchange-traded funds

Junk-bond ETFs add most assets since 2015
INVESTING MUTUAL FUNDS APR 30, 2020
Junk-bond ETFs add most assets since 2015

The news that the Fed was willing to buy some high-yield debt has made investors more comfortable about buying

By the Numbers: ETF flows
INVESTING MUTUAL FUNDS APR 30, 2020
By the Numbers: ETF flows

InvestmentNews Chief Content Officer George Moriarty looks at why investors are throwing billions into leveraged ETFs

SoFi waives ETF fees for a second year
INVESTING ETFS APR 29, 2020
SoFi waives ETF fees for a second year

The digital finance platform banks on zero-fee bait to attract young consumers

Financial industry groups seek SEC rule on 12b-1 fee disclosure
INVESTING RIAS APR 29, 2020
Financial industry groups seek SEC rule on 12b-1 fee disclosure

Investor advocates: Common sense and the Investment Advisers Act require the disclosure of higher-fee funds

Leveraged ETFs betting against stocks attract $5.6 billion in April
INVESTING EQUITIES APR 28, 2020
Leveraged ETFs betting against stocks attract $5.6 billion in April

The influx, the biggest since at least 2013, defies the surge in equity prices that has occurred this month

New York Life to sell ETF-based alternative to annuities
INVESTING LIFE INSURANCE AND ANNUITIES APR 27, 2020
New York Life to sell ETF-based alternative to annuities

The insurance giant announced an exclusive deal to distribute unit investment trusts

SEC orders RBC to pay $3.9 million over share-class disclosure
INVESTING PRACTICE MANAGEMENT APR 27, 2020
SEC orders RBC to pay $3.9 million over share-class disclosure

The enforcement action demonstrates the agency's continued targeting of conflicts over fund fees

Oil ETF roils already volatile crude markets
INVESTING MUTUAL FUNDS APR 27, 2020
Oil ETF roils already volatile crude markets

USO's sale of June WTI futures contracts triggered a big move in the spread between the June and July contracts

A compelling step
INVESTING ETFS APR 26, 2020
A compelling step

While advisers generally tell clients to stay the course, there are few products that reward those who do

401(k) assets down, but savings levels up: Fidelity
INVESTING RETIREMENT PLANNING APR 24, 2020
401(k) assets down, but savings levels up: Fidelity

The stock market eroded account balances, but savers increased their contributions

What's the point of an ETF that goes off script?
INVESTING OPINION APR 24, 2020
What's the point of an ETF that goes off script?

When fund managers rejigger their methodology, investors don't know how to calculate returns

New ETF to focus on companies fighting biological threats
INVESTING MUTUAL FUNDS APR 23, 2020
New ETF to focus on companies fighting biological threats

The Pacer fund could invest in stocks of businesses that identify or combat diseases or companies that enable social distancing

Oil spasms send foundering ETF into series of unusual steps
INVESTING ETFS APR 22, 2020
Oil spasms send foundering ETF into series of unusual steps

The United States Oil Fund had to suspend the issuance of new shares after losing a third of its value in two days

Zero-commission ETFs could spur practice changes: Cerulli
INVESTING PRACTICE MANAGEMENT APR 21, 2020
Zero-commission ETFs could spur practice changes: Cerulli

Report says lower trading costs will encourage advisers to use exchange-traded funds for niche asset allocations