Mutual Funds

This year’s inflows to muni ETFs are double the average of the last three years, bringing overall holdings to $105 billion. 

The SEC said the Goldman Sachs Asset Management unit “had several policies and procedures failures involving the ESG research its investment teams used to select and monitor securities.”

So far in 2022, more than $446 billion has been withdrawn from US fixed-income mutual funds, a record exodus. About $154 billion has poured into bond ETFs instead.

Shareholders may have to pay tax even if their fund lost money this year.

'Broken' GBTC shows the superiority of the ETF structure, according to The ETF Store's Nate Geraci.

Starting early next year, Vanguard will begin testing giving individual investors in several equity index funds more options about how their shares are voted.

Lock in some losses in your investment portfolio and you can spread the savings out for years to come.

Meta, Amazon and other beleaguered companies are an outsized part of many of the most popular funds.

Reclassifications that add an ESG element to conventional funds are down 84% compared with a year ago, and new ESG funds built from scratch fell 60%.

Wall Street is “rebelling against” policy tightening.