Tag: Mutual funds

The top two reasons include the attractive yield and return on investment as well as helping clients generate more income in their portfolios.

The partnership will focus on sustainable investing.

Twenty five of T. Rowe Price’s mutual funds have been selected by Charles Schwab.

BRI Launches Small Cap Index Powered by Wilshire; First Trust Launches Equity Index ETF; Vanguard Updates Benchmarks for Bond Funds; and more.

Deutsche AM Slashes Mutual Fund Expenses; Fidelity Cuts Expenses on Mutual Funds; Transamerica Debuts Smart Beta ETFs; and more.

However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.

Despite outflows following high-profile management changes, Morningstar finds that such a flux has no impact on fund performance. 

Wilshire Launches VETS Index; Betterment Sprouts SRI Option for Participants; LPL Opens Mutual-Fund Only Platform; and more.

Charles Schwab Adds More Commission-Free ETFs; John Hancock Continues Reducing Mutual Fund Fees; Rise Financial Opens its Doors for Socially Responsible Investing; and more. 

A new analysis published by Pantheon warns that the total number of publically listed securities has dramatically declined in recent decades—challenging assumptions about maximizing diversification.

Asset managers and their institutional clients, DC and DB retirement plans included, are demanding more rigorous due diligence of mutual fund subadvisers.

The average price to invest in hybrid mutual funds has declined by 38% since 2000, according to the latest study by ICI.

Fidelity Launches RMD-Focused Funds; Nuveen Launches New Equity ESG ETFs; AI Insight Partners with ActiveAllocator Holdings; and more.

UBS will offer multiple ways for retirement account clients to pay their adviser, including through asset-based and commission-based structures, beginning imminently. 

Nationwide Launches All Cap Growth Fund; MFS Adds R6 Shares to 20 More Mutual Funds; Fidelity Releases Municipal Income Fund 2025; and more.

The firm is not sharing all the details of its compliance plan for the DOL fiduciary rule, but it has confirmed it will put some new limits on...

Free Tool Helps Advisers Identify Return-Driven Investment Factors, and Putnam to Launch Alternative Strategies Funds.

In 2016, investors paid, on average, 39% less for equity mutual fund expense ratios than in 1996, according to Investment Company Institute data.