Mutual Funds

Displaying 5317 results
Franklin-Legg Mason combo could produce nontransparent ETF powerhouse
INVESTING ETFS FEB 19, 2020
Franklin-Legg Mason combo could produce nontransparent ETF powerhouse

Will a majority stake in Precidian Investments put the merged firms on the ETF map?

American Century lifts the curtain on nontransparent ETFs
INVESTING ETFS FEB 14, 2020
American Century lifts the curtain on nontransparent ETFs

The asset manager has high hopes for the first two ETFs it's preparing to launch with the unique new wrapper

Next Financial to return $500,000 to clients over fund sales
INVESTING MUTUAL FUNDS FEB 14, 2020
Next Financial to return $500,000 to clients over fund sales

Texas securities regulator also fines the firm $100,000 for failure to supervise

T Rowe Price bumps up stock exposure in target-date series
INVESTING RETIREMENT PLANNING FEB 13, 2020
T Rowe Price bumps up stock exposure in target-date series

Over two years, the fund manager will ramp up the equity allocations in its nearly $300 billion suites of target-date products

For investors in green mutual funds, performance is ‘a wash’
INVESTING ESG FEB 13, 2020
For investors in green mutual funds, performance is ‘a wash’

An analysis suggests there's no long-term advantage to picking sustainable funds over those without a sustainable focus, or vice versa

BlackRock climate vow pays off with new ETF's $600 million debut
INVESTING ESG FEB 12, 2020
BlackRock climate vow pays off with new ETF's $600 million debut

Exchange-traded fund launched last week sees big investment from Finnish pension insurer

New ETF meets demand for muni debt with social investing
INVESTING ETFS FEB 07, 2020
New ETF meets demand for muni debt with social investing

Van Eck files for fund that will focus on investment-grade state and local government debt that funds projects promoting sustainable development

Legg Mason triples down on nontransparent ETF bet
INVESTING ETFS FEB 07, 2020
Legg Mason triples down on nontransparent ETF bet

With the final product still awaiting regulatory approval, Legg shows unyielding support for the new ETF wrapper by increasing its stake in Precidian

Sales, returns push TDF assets up by $290 billion in 2019
INVESTING RETIREMENT PLANNING FEB 05, 2020
Sales, returns push TDF assets up by $290 billion in 2019

Vanguard still accounts for 37% of the market for target-date funds, Morningstar data show

Morningstar picks up Hueler's stable value intel
INVESTING RETIREMENT PLANNING FEB 03, 2020
Morningstar picks up Hueler's stable value intel

The data and ratings firm is acquiring an index and information service that could be of interest to retirement plan advisers

By the Numbers: Fund Flows
INVESTING MUTUAL FUNDS FEB 01, 2020
By the Numbers: Fund Flows

The market for passive funds is on a tear, but is that the only market being impacted by the low-cost investing push? Will advisers continue to favor ETFs this year? InvestmentNews' George Moriarty looks at both

Stevens led ICI through era of turbulent policy, strong growth in mutual funds
INVESTING MUTUAL FUNDS JAN 29, 2020
Stevens led ICI through era of turbulent policy, strong growth in mutual funds

As he announces his retirement, Stevens defines the trade association’s hallmark during his tenure: ‘We try to bring facts to the table.’

Reporter's notebook: Inside look at Inside ETFs conference
INVESTING ETFS JAN 29, 2020
Reporter's notebook: Inside look at Inside ETFs conference

Much ado about fees and nontransparent exchange-traded funds

Can nontransparent ETFs save active management?
INVESTING MUTUAL FUNDS JAN 28, 2020
Can nontransparent ETFs save active management?

Asset managers have high hopes for the new type of wrapper, expected to hit the market in the next few weeks

FSI denounces ‘regulation by enforcement’ despite strong rebuke from SEC's Jackson
INVESTING BROKER DEALERS JAN 28, 2020
FSI denounces ‘regulation by enforcement’ despite strong rebuke from SEC's Jackson

Group says Reg BI enforcement probably won’t draw same criticism as share-class crackdown

401(k) trading in 2019 hints at correction jitters
INVESTING EQUITIES JAN 27, 2020
401(k) trading in 2019 hints at correction jitters

Retirement plan participants who traded in their accounts in 2019 largely moved out of stock funds and into fixed income

Low fees should serve as wake-up call for advisers
INVESTING PRACTICE MANAGEMENT JAN 27, 2020
Low fees should serve as wake-up call for advisers

ETF conference drives home the point that advisers need to identify their value to clients

Asset managers lock horns over potential $7 trillion opportunity
INVESTING ETFS JAN 27, 2020
Asset managers lock horns over potential $7 trillion opportunity

Big fund companies are competing to promote a new type of actively managed ETF

CFRA ups its game on ETF research
INVESTING MUTUAL FUNDS JAN 27, 2020
CFRA ups its game on ETF research

New analysis uses machine learning for a closer look at underlying holdings

Keep sweep accounts clean and transparent
INVESTING MUTUAL FUNDS JAN 27, 2020
Keep sweep accounts clean and transparent

Idle cash is a significant profit center for broker-dealers