Mutual Funds

Displaying 5344 results
Investors focus on climate, abortion access in potential record proxy season
INVESTING ESG MAR 27, 2023
Investors focus on climate, abortion access in potential record proxy season

After last year's Supreme Court decision overturning Roe v. Wade, more companies face votes on reproductive health care.

By Emile Hallez
Financial advisors torn between trusting the Fed and trusting the bond market
INVESTING RIAS MAR 27, 2023
Financial advisors torn between trusting the Fed and trusting the bond market

The money flowing into Treasuries has some market watchers believing that the Fed's next move will be a rate cut, and that it could come as soon as June.

By Jeff Benjamin
Green funds have run out of ‘investible’ assets, Impax CEO says
INVESTING ESG MAR 27, 2023
Green funds have run out of ‘investible’ assets, Impax CEO says

Without more green investments, the likelihood of avoiding the worst impacts of climate change becomes increasingly remote, according to the IPCC.

By Bloomberg
American Funds gets the trophy at Lipper Awards
INVESTING EQUITIES MAR 24, 2023
American Funds gets the trophy at Lipper Awards

In the economic aftermath of the pandemic, some strategies performed better than others.

By Emile Hallez
Strive Asset Management to bring anti-ESG to PEP 401(k)
INVESTING RETIREMENT PLANNING MAR 22, 2023
Strive Asset Management to bring anti-ESG to PEP 401(k)

The firm, which is on a crusade against the use of ESG factors in investing, announced that it's launching a pooled employer plan.

By Emile Hallez
Investors face big tax bills for these mutual funds
INVESTING MUTUAL FUNDS MAR 22, 2023
Investors face big tax bills for these mutual funds

Even though the S&P 500 fell 19% last year, fund managers’ sales of securities to adjust their positions can result in capital gains.

By Bloomberg
Covered call ETFs uncovered
INVESTING ETFS MAR 21, 2023
Covered call ETFs uncovered

The age-old strategy, neatly wrapped in the low-cost convenience of an exchange-traded fund, has gained fresh momentum in the volatile market environment.

By Jeff Benjamin
ESG opponent Strive gets warm welcome from some state pensions
INVESTING RETIREMENT PLANNING MAR 16, 2023
ESG opponent Strive gets warm welcome from some state pensions

Co-founder Vivek Ramaswamy, who recently stepped down to campaign for president, has said he wants to take politics out of investing.

By Emile Hallez
Bipartisan lawmakers warn SEC to tread carefully on mutual fund proposal
INVESTING MUTUAL FUNDS MAR 10, 2023
Bipartisan lawmakers warn SEC to tread carefully on mutual fund proposal

GOP Rep. Ann Wagner and Democrat Brad Sherman, leaders of a committee with SEC jurisdiction, echo financial industry concerns that the plan will harm retirement savers.

By Mark Schoeff Jr.
Income solutions remain sticking point for retirement plan sponsors, survey shows
INVESTING RETIREMENT PLANNING MAR 10, 2023
Income solutions remain sticking point for retirement plan sponsors, survey shows

NEPC's study shows a lack of industry consensus on how to create meaningful retirement income solutions in companies' defined-contribution plans.

By Gregg Greenberg
Federal appeals court questions SEC's decision to reject Grayscale bitcoin ETF proposal
INVESTING ALTERNATIVES MAR 07, 2023
Federal appeals court questions SEC's decision to reject Grayscale bitcoin ETF proposal

Grayscale sued, asking the DC Circuit Court to overturn a decision the firm called arbitrary and discriminatory because the agency had already approved ETFs that track bitcoin futures.

By Bloomberg
Advisors flock to ETF that upends traditional value investing metrics
INVESTING RIAS MAR 07, 2023
Advisors flock to ETF that upends traditional value investing metrics

Pacer's COWZ ETF has grown to $13 billion by screening for free cash flow yields to identify intangible assets.

By Jeff Benjamin
Morgan Stanley ESG ETFs get the cold shoulder
INVESTING ESG MAR 03, 2023
Morgan Stanley ESG ETFs get the cold shoulder

Critics say Morgan Stanley's big launch of six Calvert ETFs was poorly timed in an environment where ESG has become a political football.

By Jeff Benjamin
New ETFs let investors bet for or against Jim Cramer's picks
INVESTING MUTUAL FUNDS MAR 02, 2023
New ETFs let investors bet for or against Jim Cramer's picks

The funds are the brainchild of the manager behind anti-ARK ETF, which gave investors an easy way to wager against Cathie Wood's flagship strategy.

By Bloomberg
Institutional investors lean into active management, despite trend toward passive
INVESTING EQUITIES MAR 01, 2023
Institutional investors lean into active management, despite trend toward passive

A Cerulli report shows how the so-called smart money is generally increasing exposure to active strategies.

By Jeff Benjamin
Nearly $2.5 billion flows into cash-like ETF
INVESTING MUTUAL FUNDS FEB 27, 2023
Nearly $2.5 billion flows into cash-like ETF

Last week, the iShares Short Treasury Bond ETF had the biggest weekly influx since the depths of the pandemic in March 2020.

By Bloomberg
Competition for active ETF dominance heats up
INVESTING MUTUAL FUNDS FEB 22, 2023
Competition for active ETF dominance heats up

JPMorgan Asset Management’s Bryon Lake projects that active ETFs in the US will grow over the next five years to $3 trillion from $384 billion currently.

By Bloomberg
Industry, investor advocates oppose key parts of SEC mutual fund reform
INVESTING RETIREMENT PLANNING FEB 17, 2023
Industry, investor advocates oppose key parts of SEC mutual fund reform

The SEC has proposed using swing pricing and a hard close for share purchases to protect investors during market meltdowns. Critics warn changes could ruin mutual funds.

By Mark Schoeff Jr.
Advisors' worst fears coming into 2023 proving groundless, so far
INVESTING RIAS FEB 17, 2023
Advisors' worst fears coming into 2023 proving groundless, so far

A relatively smoother ride in the financial markets this year should allow advisors and their clients to breathe a sigh of relief.

By Jeff Benjamin
Vanguard goes against the grain by shuttering alternatives fund
INVESTING EQUITIES FEB 15, 2023
Vanguard goes against the grain by shuttering alternatives fund

The mega fund complex known for passive strategies is removing two active mutual funds from its lineup.

By Jeff Benjamin