Hints and tips:
Related Special Reports
...Hortense Bioy, global director of sustainability research for Morningstar, said despite the slowdown, green mutual funds were holding up better than the wider market....
...“There will be some schemes who like the idea that their members will be looked after by a mutual,” he said, aiming at the smaller pension fund end of the market....
...The Stockholm-based investor, which manages $12bn in assets, has gained about 19.5 per cent in its main Cevian Capital II fund in the first 11 months of the year, investors in its fund said, helped by a...
...In a 2019 paper titled “Challenging the Conventional Wisdom on Active Management: A Review of the Past 20 Years of Academic Literature on Actively Managed Mutual Funds”, Martijn Cremers, Jon A Fulkerson...
...The prospective ETF would be managed in a substantially similar manner to the mutual fund, and the conversion would be slated for completion on or before September 20, Pimco said in the filing, To receive...
...Fund providers in Europe that until recently saw little threat to their business model of selling actively managed mutual funds appear to be changing their tune....
...their own mutual fund families, while TCW and F/m Investments have filed to add mutual fund classes to existing ETFs....
...to manage mutual funds as well....
...Eventually the mutual fund is dead.”...
...The firm’s ETFs, the first of which launched in 2013, would “probably cannibalise some of the mutual funds”, Johnson said, but mutual funds would remain popular in the retirement channel, she added....
...European mutual funds have never had two consecutive years of negative fund flows, data from Broadridge shows....
...calculations, compared with 62.4 per cent for active mutual funds....
...MFS launched the world’s first mutual fund in 1924 and is the ninth largest US mutual fund complex....
...Part of the problem is that investment advisors and mutual funds have been running just to stand still....
...Guinness Atkinson, the first firm to convert a mutual fund to an ETF, is the latest to file for permission to add ETF share classes to its mutual funds....
...In another test, S&P looked at US mutual funds....
...At the end of December, passive US mutual funds and ETFs held about $13.3tn in assets while active ETFs and mutual funds had just over $13.2tn, according to data released by Morningstar....
...Firstly, many distribution platforms charge mutual funds — but not ETFs — a fee to be listed....
...But it is not just ETFs that are taking money from mutual funds....
...“They are not coming from our mutual fund line-up....
...Investors have withdrawn about $1tn from mutual funds in that time....
...The move follows the departures of more than 20 of its employees to Corinthia. Barings also filed complaints against former employees Ian Fowler and Kelsey Tucker for leading the defections....
...per cent for active mutual funds....
...mutual funds to create a diversified mix of holdings....
...The result is likely to be a significant decline in mutual fund usage,” wrote Rick Wurster, president of Charles Schwab, the broker and mutual fund sponsor....
International Edition