News
Mutual Funds and ETFs Scorecard: May 27 Edition
Iuri Struta
|
After weeks of poor performance, markets have reversed losses and small-caps have been...
These new rules proposed by the SEC would require funds to offer more information about their holdings. Funds would also be subject to stress tests.
The changes were triggered by the practice of highly controversial alternative mutual funds. Alternative mutual funds often use derivatives to boost profitability.
These funds have been popular among clients, but could soon be limited. The SEC plans on limiting the amount of derivatives that can be sold by asset managers to small investors. There would also be limitations put on alternative mutual funds and leveraged ETFs.
In addition, funds would be required to submit documentation to the SEC regarding the data on their holdings.
The SEC also plans to require these funds to outline how their businesses could be sold in the case that it was forced to dissolve.
Mutual Fund | Assets Under Managment |
---|---|
BlackRock | $4.59 Trillion |
Vanguard | $2.86 Trillion |
State Street | $2.48 Trillion |
Pimco | $1.97 Trillion |
Fidelity | $1.95 Trilion |
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News
Iuri Struta
|
After weeks of poor performance, markets have reversed losses and small-caps have been...
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
These new rules proposed by the SEC would require funds to offer more information about their holdings. Funds would also be subject to stress tests.
The changes were triggered by the practice of highly controversial alternative mutual funds. Alternative mutual funds often use derivatives to boost profitability.
These funds have been popular among clients, but could soon be limited. The SEC plans on limiting the amount of derivatives that can be sold by asset managers to small investors. There would also be limitations put on alternative mutual funds and leveraged ETFs.
In addition, funds would be required to submit documentation to the SEC regarding the data on their holdings.
The SEC also plans to require these funds to outline how their businesses could be sold in the case that it was forced to dissolve.
Mutual Fund | Assets Under Managment |
---|---|
BlackRock | $4.59 Trillion |
Vanguard | $2.86 Trillion |
State Street | $2.48 Trillion |
Pimco | $1.97 Trillion |
Fidelity | $1.95 Trilion |
Receive email updates about best performers, news, CE accredited webcasts and more.
News
Iuri Struta
|
After weeks of poor performance, markets have reversed losses and small-caps have been...
Justin Kuepper
|
Let's take a look at how these trends have played out in actively-managed...
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...