I saved my View as Active Bond Data in case I want to use it again. I then sorted the list of funds by Index Fund, selected ...

ETFs allow investors to hold a diversified portfolio for the cost of a single share. They often come with low costs and tax ...

Index mutual funds and exchange-traded funds have surged ahead of actively managed funds, capturing 51% of assets under management in 2024, the Investment Company Institute reported March 26.

JPMorgan plans to convert four mutual funds totalling $7.2bn in assets to exchange traded funds, regulatory filings show. The fund conversions underscore JPMorgan’s increasing focus on ETFs as ...

Do you want to invest in the stock market but the volatility of stocks frightens you? Then probably index funds and ETFs (exchange-traded funds) can be good options for you. Both follow specific ...

Benjamin came out on top for the second year in a row as his fund outperformed the 431 mutual or exchange-traded funds, producing a 49% return. Amid the impressive performance, the emergence of ...

Mutual funds and exchange-traded funds (ETFs) are popular ways for investors to diversify but they have some key differences. ETFs can be traded intra-day like stocks but mutual funds can only be ...

I would like to introduce the concept of “Covered Call Income Funds for Dummies.” The concept being that you may be new to the idea of ETFs (exchange-traded funds) and CEFs (closed-end funds ...

New exchange-traded funds riding buzzy investment themes ... era for money managers revamping their tried-and-tested mutual funds into the tax-efficient product.

Energy mutual funds can be a great choice if you’re looking for exposure to the energy sector and are comfortable with its inherent risks. The iShares Global Clean Energy ETF and First Trust ...

For US asset managers, the increasingly popular practice of converting mutual funds into exchange-traded funds offers significant inflow benefits, according to a recent study by Bank of America.

BlackRock has flipped a mutual fund to an exchange-traded fund for the first time, with the giant asset manager’s move reflecting investors’ increasing appetite for actively managed ETFs.