Tag: Mutual Funds

Fidelity adds lower expense ratio mutual funds, and Vanguard introduces global stock fund. 

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors...

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches...

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management...

The products are designed to meet the demand for multifactor strategies in retirement plans by offering investors access to investment...

Finding that most households own mutual funds in employer-sponsored retirement plans, the Investment Company Institute (ICI) looked into the factors...

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...

Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and Firm Offers FDIC-Insured...

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would...

American Beacon Advisors creates mutual fund with multi-asset program, and Vanguard closes million-dollar securities fund to new clients. 

Vanguard reveals fund merge; Northern Trust creates reporting tool for hedge fund trades; and Lively removes HSA investment fees.

Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for...

Experts at the Best of PSNC 2018 event in Boston reviewed plan sponsors’ use of different fund types and fee...

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths, while AXA doubles down on SRI/ESG integration.

T. Rowe Price closes Emerging Markets Stock Fund; Fidelity merges active and passive funds in new TDF suite; SSGA decreases...

Vanguard research explains how CITs and mutual funds are just as beneficial.

An announcement this week that Fidelity is launching retail mutual funds with management expense ratios of zero basis points shows...

Although smart beta is still a small category with just $430 billion in AUM, or 0.5% of the global total,...

While not a new concept, materiality is essential to efficiently integrating ESG factors into the investment process; it all boils down to...

The expense ratios 401(k) plan participants incur for investing in mutual funds have declined substantially since 2000, Investment Company Institute...