Tag: Mutual Funds

There are potential compliance problems in the works if regulators don't grasp the key differences involved in sub-TA fees and...

Several individuals lack knowledge about the most common investment products used to diversify retirement portfolios, the IALC finds.

Among the 25 funds added are retirement target-date funds (TDFs), the Equity Income Fund and the Small-Cap Value Fund.

Vanguard updates benchmarks for bond funds; USA Financial adds asset managers to platform; Voya cuts fees on Large-Cap Growth Fund;...

Deutsche and Fidelity cut fund expenses; Transamerica debuts smart beta ETFs; and Vanguard adds TimeSquare Capital to advisory team.

The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to...

One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the...

Pensionmark rolls out new investment reporting tools; American Century enhances One Choice Target-Date Portfolios; Nationwide partners with Hueler for new...

The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number...

BlackRock moving listing venue for 50 iShares ETFs, and Nuveen enters closed-end fund merger.

Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced...

The average price to invest in mutual funds through 401(k)s has been dropping since 2000, according to research by ICI.

 

Fidelity launches RMD-focused funds; Duetsche launches U.S. Multi-Factor fund; TFC launches ESG investment strategy; and more.

Collective investment trusts, white labeling, smaller fund menus and “tiered” approaches are becoming the norm.

MFS adds R6 Shares to 20 more mutual funds; T. Rowe Price releases High Yield Fund; Vanguard announces latest fund...

The move to T-shares for retirement accounts is expected to help advisers and clients working with the brokerage firm meet...

A review of available share classes and what they mean, and a look at what’s new.

The new funds aim to provide advisers and their clients with portfolio construction tools designed to help them navigate varying...

The demand for low-cost passive funds is driving a downward trend in fees for mutual funds and ETFs, according to...

There was a decline in expense ratios for actively managed and index equity and bond mutual funds, ICI data shows.