Mutual funds

ETF letters on a screen next to some percentages and chart lines.
EXCHANGE-TRADED FUNDS
Passive equity mutual funds, ETFs outperform actively managed ones — Morningstar
ETF letters on a screen next to some percentages and chart lines.
EXCHANGE-TRADED FUNDS
Passive mutual funds, ETFs surge ahead of actively managed investments — ICI
U.S. Capitol building with U.S. flag flying in front of its dome.
WASHINGTON
Bill to change mutual fund tax rules introduced in House
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INTERACTIVE
Large pension plans favor separate accounts
Largest DC Plan Sponsor Investment Vehicle Mix
INTERACTIVE
10 largest DC plan sponsors have different investment vehicle mixes
Piggy bank-shaped hot air balloons in the sky
DEFINED CONTRIBUTION
Mutual fund managers for DC plans ride market wave to grow assets
Headshot of Matt Osborne, CEO, CIO and co-founder of Altegris
ALTERNATIVES
Destra Capital acquiring investment management contracts for Altegris funds
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EXCHANGE-TRADED FUNDS
PIMCO proposes its first mutual fund-to-ETF conversion

Pacific Investment Management Co. asked for board approval to convert a mutual fund focused on mortgage-backed securities into a newly created ETF, an SEC filing shows.

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EXCHANGE-TRADED FUNDS
Guinness Atkinson seeks permission from SEC to offer ETF shares of mutual funds

Guinness Atkinson joined the list of firms seeking exemptive relief from the SEC to offer ETF share classes of mutual funds, a filing showed.

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EXCHANGE-TRADED FUNDS
Franklin Templeton weighs offering ETF share classes of its mutual funds

The list of firms seeking exemptive relief from the SEC to offer ETF share classes of their mutual funds could grow by another name: Franklin Templeton.

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