Mutual Funds

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ETFs shutting down at the fastest pace since 2017
INVESTING MUTUAL FUNDS APR 02, 2020
ETFs shutting down at the fastest pace since 2017

During the first quarter, 72 exchange-traded funds with $1.4 billion in assets closed their doors

Big ETF inflows in Q1 worry bulls looking for signs of bottom
INVESTING EQUITIES APR 01, 2020
Big ETF inflows in Q1 worry bulls looking for signs of bottom

Exchange-traded funds took in $66.3 billion during the first quarter, about $8 billion more than they attracted during the same period last year

Fed's move into corporate bonds calms ETF dislocations
INVESTING MUTUAL FUNDS APR 01, 2020
Fed's move into corporate bonds calms ETF dislocations

The central bank's pledge to buy investment-grade credit and certain ETFs sparked a rally in higher-rated debt

New ETF offerings dried up amid March volatility
INVESTING MUTUAL FUNDS MAR 31, 2020
New ETF offerings dried up amid March volatility

But April may be livelier, with American Century announcing that the first active nontransparent ETFs will begin trading Thursday

Fidelity liable for some 401(k) claims: Court
INVESTING RETIREMENT PLANNING MAR 31, 2020
Fidelity liable for some 401(k) claims: Court

The company failed to monitor plan fiduciaries' handling of investment and record-keeping fees, the judge wrote

Market volatility likely to prompt 401(k) plan menu changes
INVESTING RETIREMENT PLANNING MAR 30, 2020
Market volatility likely to prompt 401(k) plan menu changes

Retirement plan sponsors might change their views on risk, especially for participants near retirement

BlackRock waives ETF fees for New York Federal Reserve
INVESTING ETFS MAR 30, 2020
BlackRock waives ETF fees for New York Federal Reserve

The new fee structure addresses how the asset manager will handle conflicts of interest inherent in its arrangement with the Fed

By the numbers: Mutual funds
INVESTING MUTUAL FUNDS MAR 27, 2020
By the numbers: Mutual funds

How did the Treasury Department respond to market volatility caused by the coronavirus? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty has the answers.

SEC lifts borrowing rules for funds hit by liquidity crunch
INVESTING PRACTICE MANAGEMENT MAR 26, 2020
SEC lifts borrowing rules for funds hit by liquidity crunch

The regulator is allowing mutual funds to borrow from managers or other funds to meet redemption requests

By the Numbers: Mutual funds
INVESTING ESG MAR 24, 2020
By the Numbers: Mutual funds

How did the Treasury Department step in as the pandemic sparked volatility? What do the Lipper Awards say about ESG investing? InvestmentNews Chief Content Officer George Moriarty answers both questions

Investing styles will take on an active approach
INVESTING EQUITIES MAR 23, 2020
Investing styles will take on an active approach

A bear market could lead to more hands-on investing, but advisers haven't had to beat the market in more than a decade

Fund merger puts Vanguard investors into higher-priced version
INVESTING MUTUAL FUNDS MAR 23, 2020
Fund merger puts Vanguard investors into higher-priced version

Asset manager consolidates two actively managed funds to better compete with index products

‘Illiquidity doom loop’ threatens European bond ETFs, analyst says
INVESTING MUTUAL FUNDS MAR 20, 2020
‘Illiquidity doom loop’ threatens European bond ETFs, analyst says

The gap between some funds' price and the value of their assets could lead to problems

Treasury proposes to guarantee money market funds in stimulus
INVESTING MUTUAL FUNDS MAR 18, 2020
Treasury proposes to guarantee money market funds in stimulus

The plan temporarily permits the use of its exchange stabilization fund to guarantee money market funds

JPMorgan sees shorts behind $9 billion influx into S&P ETF
INVESTING EQUITIES MAR 18, 2020
JPMorgan sees shorts behind $9 billion influx into S&P ETF

The inflows into SPY came as the S&P 500 Index plunged amid fears about the economic fallout from the coronavirus

Wells Fargo named in new 401(k) lawsuit
INVESTING RETIREMENT PLANNING MAR 17, 2020
Wells Fargo named in new 401(k) lawsuit

The company has been sued again over its use of its own products in its retirement plan

One TDF series outperforms others in market plunge
INVESTING RETIREMENT PLANNING MAR 16, 2020
One TDF series outperforms others in market plunge

The newer product line has a different approach to asset allocation than most other target-date funds

SEC extends Form ADV deadline for advisory firms affected by COVID-19
INVESTING RIAS MAR 14, 2020
SEC extends Form ADV deadline for advisory firms affected by COVID-19

Registered investment advisers will have 45 extra days to file ADVs, brochure updates

Fixed-income ETFs caught in bond market's liquidity trap
INVESTING MUTUAL FUNDS MAR 13, 2020
Fixed-income ETFs caught in bond market's liquidity trap

The cash prices of some of the most actively traded bond funds are at a steep discount to the value of their underlying assets

T-bills are scarce and the shortage is about to get even worse
INVESTING MUTUAL FUNDS MAR 12, 2020
T-bills are scarce and the shortage is about to get even worse

Supply is set to get squeezed as the coronavirus scare causes demand for Treasuries to soar