Mutual Funds

Displaying 5344 results
Invesco, Barings forge retail private credit-tie up
INVESTING ALTERNATIVES APR 22, 2025
Invesco, Barings forge retail private credit-tie up

The partnership pairs the fixed-income muscle of MassMutual's asset management arm with Invesco's US wealth distribution network.

By Bloomberg
Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price
INVESTING ETFS APR 17, 2025
Dual-share class hopes grow higher with filings from Pimco, T. Rowe Price

The rush of SEC applications, which also includes JPMorgan and Schwab, reflect growing optimism over the tax-busting fund structure.

By Bloomberg
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit
INVESTING ALTERNATIVES APR 11, 2025
BlackRock tops $11.5 trillion in assets as deals dent Q1 profit

Inflows top $80 billion as the asset management giant sees the best year start for organic fee growth since 2021.

By Leo Almazora
Is this the end of the Magnificent 7?
INVESTING ETFS MAR 31, 2025
Is this the end of the Magnificent 7?

Financial advisors offer their outlooks on the future of the Magnificent 7 stocks, as well as the AI-boom.

By Gregg Greenberg
Fund fees continue long-term slide as investors favor lower-cost options
INVESTING ETFS MAR 26, 2025
Fund fees continue long-term slide as investors favor lower-cost options

Industry report details decades-long trends in expense ratios, 2024 fee movements, and how shifts in advisor compensation have played a role.

By Leo Almazora
Should advisors be preparing for next week's 'Liberation Day'?
INVESTING PRACTICE MANAGEMENT MAR 25, 2025
Should advisors be preparing for next week's 'Liberation Day'?

President Trump dubbed April 2 as 'Liberation Day' when all his tariff plans will be revealed. Advisors offer their views on the market's latest make-or-break date.

By Gregg Greenberg
Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs
INVESTING ETFS MAR 24, 2025
Fidelity, Schwab block clients from buying BlackRock and Texas Capital ETFs

The restrictions on certain money-market products mark the latest development in the ongoing turf war between ETFs and mutual funds.

By Bloomberg
Financial advisors face dollar dilemma as greenback weakens
INVESTING MUTUAL FUNDS MAR 24, 2025
Financial advisors face dollar dilemma as greenback weakens

The US dollar has been weakening since the start of the year and that's impacting the investing decisions of wealth managers and their clients' spending choices.

By Gregg Greenberg
Turbulence tests 60-40 strategy's limits
INVESTING EQUITIES MAR 17, 2025
Turbulence tests 60-40 strategy's limits

With bonds failing to provide a safety net for steeply falling stock prices, many investors are letting go of their "set it and forget it" approach.

By Leo Almazora
Lipper Awards crown fund industry's top performers
INVESTING MUTUAL FUNDS MAR 14, 2025
Lipper Awards crown fund industry's top performers

The fundworld's finest came together in style last night as LSEG Lipper named their top managers and fund families.

By Gregg Greenberg
Active funds still struggling against passive peers, Morningstar says
INVESTING ETFS MAR 12, 2025
Active funds still struggling against passive peers, Morningstar says

The firm's latest barometer report shows just two-fifths of stock-picking funds outperforming their index-based rivals in 2024, with even worse results over the past decade.

By Leo Almazora
Private credit's push into retail opens new vulnerability, warns BIS
INVESTING ALTERNATIVES MAR 11, 2025
Private credit's push into retail opens new vulnerability, warns BIS

A new report adds to a string of alerts from watchdogs, noting that the growing role of small investors, use of leverage, and concentration risks "warrant monitoring."

By Bloomberg
Allspring to shut down alternative equity strategies
INVESTING MUTUAL FUNDS FEB 24, 2025
Allspring to shut down alternative equity strategies

Fund managers like Allspring Global Investments for years have been facing competitive pressure from low fee exchange-traded funds and indexed mutual funds.

By Bruce Kelly
Trump Media takes finance ambitions further with investment fund
INVESTING MUTUAL FUNDS FEB 21, 2025
Trump Media takes finance ambitions further with investment fund

The parent company of Truth Social said it will look for companies set to benefit from the "growing America First Economy."

By Bloomberg
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says
INVESTING ETFS FEB 13, 2025
Passive pressures will drive continued mutual fund consolidation into 2030, PWC says

A continuing shift to low fees, growing dominance of mega-managers, and the clamor for product innovation are set to reshape the landscape.

By Leo Almazora
Vanguard scores strategic wins with latest fee cuts
INVESTING ETFS FEB 05, 2025
Vanguard scores strategic wins with latest fee cuts

The Pennsylvania-based fund giant stands to gain ground against rivals such as BlackRock while earning more goodwill from retail investors.

By Leo Almazora
Franklin cuts workforce by 3% following Wamco outflows
INVESTING MUTUAL FUNDS FEB 05, 2025
Franklin cuts workforce by 3% following Wamco outflows

The money manager is planning up to $250 million in expense reductions as fallout from its besieged bond management subsidiary continues.

By Bloomberg
Why over a fourth of advisors are holding off on model portfolios
INVESTING PRACTICE MANAGEMENT FEB 04, 2025
Why over a fourth of advisors are holding off on model portfolios

Morningstar research reveals what's holding some advisors back, and which providers are leading the way in responding.

By Leo Almazora
A clarifying time for sustainable investing
INVESTING ESG FEB 03, 2025
A clarifying time for sustainable investing

Big fund companies have backed off of ESG, and US funds have closed amid political pressure and as investors have pulled money from them. The funds that remain reveal which managers are committed.

By Emile Hallez
Vanguard's average fee drops to 0.07% after biggest-ever cut
INVESTING ETFS FEB 03, 2025
Vanguard's average fee drops to 0.07% after biggest-ever cut

The Jack Bogle-founded firm expects its decision to slash costs for dozens of mutual funds and ETFs will save investors $350 million this year alone.

By Bloomberg