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Don’t Forget International Bonds in Your Portfolio
Aaron Levitt
|
The reality is international bonds can offer a whole host of benefits, including...
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.
Aaron Levitt
|
The reality is international bonds can offer a whole host of benefits, including...
News
Justin Kuepper
|
Large-cap stocks have underperformed many other asset classes over the past 52 weeks,...
Justin Kuepper
|
Let's take a look at why risk-on investors may want to consider the...
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.
Aaron Levitt
|
The reality is international bonds can offer a whole host of benefits, including...
News
Justin Kuepper
|
Large-cap stocks have underperformed many other asset classes over the past 52 weeks,...
Justin Kuepper
|
Let's take a look at why risk-on investors may want to consider the...
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...
Receive email updates about best performers, news, CE accredited webcasts and more.
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