Mutual Funds

Displaying 5317 results
Fidelity cuts fees for long-term investors
INVESTING MUTUAL FUNDS APR 21, 2020
Fidelity cuts fees for long-term investors

New thematic funds offer expense ratios that drop over time

Financial industry opponents remain wary of SEC’s crackdown on share-class disclosure
INVESTING MUTUAL FUNDS APR 20, 2020
Financial industry opponents remain wary of SEC’s crackdown on share-class disclosure

The end of the formal initiative failed to soothe worries about future enforcement

Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit
INVESTING RETIREMENT PLANNING APR 20, 2020
Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit

Pharmaceutical Product Development mismanaged its 401(k) plan, opting for costlier investments than necessary, plaintiffs say

As pandemic rages on, ESG funds shine brightly
INVESTING ESG APR 19, 2020
As pandemic rages on, ESG funds shine brightly

Outperforming the broader market yet again during a sudden downturn, ESG strategies are emerging as the new standard upon which to gauge a company’s ability to withstand risk

SEC wraps up share-class initiative by settling with Merrill, two others
INVESTING WIREHOUSES APR 17, 2020
SEC wraps up share-class initiative by settling with Merrill, two others

Over two years, the agency's initiative returned more than $139 million to investors

Vanguard limits access to the safest money market funds
INVESTING MUTUAL FUNDS APR 17, 2020
Vanguard limits access to the safest money market funds

The asset management giant closed Treasury money funds to new investors in an attempt to keep yields positive

Oil bulls keep piling into beaten-down ETFs
INVESTING MUTUAL FUNDS APR 17, 2020
Oil bulls keep piling into beaten-down ETFs

But those bets haven't paid off to date because efforts to stabilize the crude oil market have fallen short

BlackRock investors flee long-term funds
INVESTING MUTUAL FUNDS APR 16, 2020
BlackRock investors flee long-term funds

During the first quarter, the asset manager saw about $19 billion in withdrawals from its mutual funds and ETFs, but $52 billion in inflows for its cash management business

Fed's ability to buy ETFs may ensure it never needs to
INVESTING MUTUAL FUNDS APR 15, 2020
Fed's ability to buy ETFs may ensure it never needs to

The Fed's signal alone was enough to loosen the cash crunch that had been squeezing global credit markets

Cash is king as investors flee bond funds, active equities in March
INVESTING EQUITIES APR 15, 2020
Cash is king as investors flee bond funds, active equities in March

Outflows from fixed-income funds hit a record $240 billion last month, says Morningstar

Gold digs in near seven-year high as ETFs swell again
INVESTING MUTUAL FUNDS APR 15, 2020
Gold digs in near seven-year high as ETFs swell again

The precious metal is being supported by predictions of the deepest global recession in generations and expectations of prolonged stimulus efforts

By the Numbers: Mutual fund flows
INVESTING MUTUAL FUNDS APR 15, 2020
By the Numbers: Mutual fund flows

InvestmentNews' Chief Content Officer George Moriarty looks at asset flows for equity and fixed-income funds during the first quarter

ETF investors go all-in on stimulus with $17 billion stock bet
INVESTING MUTUAL FUNDS APR 13, 2020
ETF investors go all-in on stimulus with $17 billion stock bet

The health care sector leads equity ETF flows with almost $3 billion added

State Street delays shaking up world’s biggest ETF
INVESTING MUTUAL FUNDS APR 10, 2020
State Street delays shaking up world’s biggest ETF

The asset manager is postponing rebalances on the SPDR S&P 500 ETF and almost 60 other funds

Near-retirees drain TDFs at a rapid clip
INVESTING RETIREMENT PLANNING APR 09, 2020
Near-retirees drain TDFs at a rapid clip

People within 15 years of retirement emptied target-date funds of a net $9.4 billion in March, according to Morningstar

There's a work-from-home ETF coming
INVESTING MUTUAL FUNDS APR 08, 2020
There's a work-from-home ETF coming

Direxion's new fund will invest in industries such as cloud technologies, remote communications and cybersecurity

By the Numbers: COVID-19 and ESG
INVESTING ESG APR 08, 2020
By the Numbers: COVID-19 and ESG

How did ESG funds hold up during the first quarter? Why is BlackRock making a money market portfolio greener? InvestmentNews Chief Content Officer George Moriarty answers both questions

Massachusetts slaps Janney Montgomery Scott with $286,000 fine
INVESTING BROKER DEALERS APR 03, 2020
Massachusetts slaps Janney Montgomery Scott with $286,000 fine

State regulators said the firm did little to stop a broker from short-term trading in mutual funds with front-loaded fees

Money funds just had their biggest month ever
INVESTING MUTUAL FUNDS APR 03, 2020
Money funds just had their biggest month ever

Investors seeking a safe place for cash put a record $790 billion into government money-market funds in March, according to Crane Data

American Century puts nontransparent ETFs on the map
INVESTING MUTUAL FUNDS APR 02, 2020
American Century puts nontransparent ETFs on the map

The asset manager launches the first two such funds; says it expects the active strategies to shine amid the crisis