Mutual Funds

Displaying 5344 results
Madison Investments launches another fund to round out ETF suite
INVESTING MUTUAL FUNDS SEP 07, 2023
Madison Investments launches another fund to round out ETF suite

The firm has now launched four ETFs in the past month.

By Steve Randall
ETF shop that shorts Cramer has sights on anti-ESG
INVESTING ESG SEP 06, 2023
ETF shop that shorts Cramer has sights on anti-ESG

Tuttle Capital filed with the SEC for two products, one that would short socially conscious companies and another that would invest in gunmakers.

By Emile Hallez
One step forward, one step back for use of crypto in retirement accounts
INVESTING RETIREMENT PLANNING SEP 01, 2023
One step forward, one step back for use of crypto in retirement accounts

'Crypto is on a journey from a niche asset class to a mainstream asset class,' says an advisor.

By Mark Schoeff Jr.
Bitcoin ETF approval will spark a battle for lowest fees
INVESTING ALTERNATIVES SEP 01, 2023
Bitcoin ETF approval will spark a battle for lowest fees

With the products looking similar, fees will be the difference.

By Bloomberg
SEC defers decision on Invesco, WisdomTree bitcoin ETFs
INVESTING ALTERNATIVES AUG 31, 2023
SEC defers decision on Invesco, WisdomTree bitcoin ETFs

The latest delay came as a disappointment after Grayscale won a court ruling this week overturning the SEC's rejection of its application to convert its bitcoin trust into an ETF.

By Bloomberg
Advisors debate: ETFs, mutual funds or both?
INVESTING MUTUAL FUNDS AUG 30, 2023
Advisors debate: ETFs, mutual funds or both?

Financial advisors weigh in on which investible vehicle works best for their clients.

By Gregg Greenberg
ETF claims ESG credentials for energy-guzzling cryptos
INVESTING ALTERNATIVES AUG 29, 2023
ETF claims ESG credentials for energy-guzzling cryptos

Despite 'fully decarbonized' claim, environmentalist questions validity.

By Bloomberg
BlackRock backs fewer proposals on climate, social issues
INVESTING ESG AUG 24, 2023
BlackRock backs fewer proposals on climate, social issues

The fund company supported almost 7% of proposals in the 12 months ended in June, down from 22% in the year-earlier period.

By Bloomberg
Single-bond ETF manager goes against current by asking SEC for mutual fund share class
INVESTING RETIREMENT PLANNING AUG 23, 2023
Single-bond ETF manager goes against current by asking SEC for mutual fund share class

There has been a trend away from mutual funds toward ETFs, but not in the 401(k) world, and fund provider F/m Investments sees that an opportunity.

By Emile Hallez
ETFs are gaining popularity among fee-conscious advisors
INVESTING MUTUAL FUNDS AUG 23, 2023
ETFs are gaining popularity among fee-conscious advisors

Report from Escalent reveals more than 9 in 10 advisors sell both ETFs and mutual funds.

By Steve Randall
'Mad Money' ETF to close after attracting just $1.3M
INVESTING ETFS AUG 22, 2023
'Mad Money' ETF to close after attracting just $1.3M

The fund aimed to track the stocks picked by CNBC's Jim Cramer.

By Bloomberg
Royalties and cancer treatments: Thematic ETFs take new directions  
INVESTING ETFS AUG 21, 2023
Royalties and cancer treatments: Thematic ETFs take new directions  

Tema ETFs providing new opportunities for diversified portfolios.

By Steve Randall
US poised to greenlight new wave of crypto ETFs in the fall
INVESTING ALTERNATIVES AUG 18, 2023
US poised to greenlight new wave of crypto ETFs in the fall

Unnamed SEC sources signal the regulator is considering approval of new funds.

By Bloomberg
SEC delays decision on ARK bitcoin ETF filing
INVESTING ALTERNATIVES AUG 11, 2023
SEC delays decision on ARK bitcoin ETF filing

As the SEC puts off deciding on spot bitcoin ETF, 21Shares and ARK file for a fund that would invest in bitcoin futures.

By Bloomberg
Nuveen and TIAA roll out target-date series with annuity feature
INVESTING RETIREMENT PLANNING AUG 09, 2023
Nuveen and TIAA roll out target-date series with annuity feature

Few 401(k) plans have such features, but product providers expect that to change.

By Emile Hallez
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once
INVESTING ALTERNATIVES AUG 07, 2023
Cathie Wood predicts SEC will approve multiple bitcoin ETFs at once

The ARK Investment Management CEO backed away from her previous view that her firm's spot-bitcoin ETF would be the first to be approved.

By Bloomberg
ETF firms race to be first in line for ether futures
INVESTING ALTERNATIVES AUG 02, 2023
ETF firms race to be first in line for ether futures

But demand for futures products, rather than spot ones, is a big question.

By Emile Hallez
State Street cuts fees on $78bn of ETFs in its core line
INVESTING ETFS AUG 01, 2023
State Street cuts fees on $78bn of ETFs in its core line

The firm reduced fees by as much as half on its low-cost Portfolio ETFs, which are for buy-and-hold investors.

By Emile Hallez
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
INVESTING RIAS JUL 31, 2023
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

By Jeff Benjamin
Morgan Stanley files for next round of ETFs
INVESTING WIREHOUSES JUL 24, 2023
Morgan Stanley files for next round of ETFs

The firm is launching three fixed-income exchange-traded funds bearing the Eaton Vance name, in addition to a Parametric ETF.

By Bloomberg