Mutual Funds

It’s been a busy year for active ETFs in general, but the fluctuating interest rate environment has been a particular boon for active fixed-income ETFs. Looser credit conditions could flip the script and make private equity returns more...

The Wealthfront Risk Parity Fund will be liquidated and dissolved on or about January 3.

BlackRock became the latest and largest asset manager to seek approval for an ETF share class on existing mutual funds. Morgan Stanley launched an investing index tied to prominent sports leagues globally. These are among the investment must reads...

Indexed ETFs remain a top tool, but advisors report healthy usage of actively managed ETFs and mutual funds for equities and fixed-income allocations.

MMKT is the first to follow the so-called Rule 2a-7—a provision of a 1940s Securities and Exchange Commission law that governs money-market funds. 

ETFs continue to gain fund flows at the expense of mutual funds, according to the latest data from Morningstar. BlackRock’s Larry Fink sees a massive opportunity in using private indexes to build ETFs and other funds, but it’s still unclear how...

The SEC’s order pertained to collateralized mortgage obligations held in 20 advisory accounts, including 11 mutual funds.