Tag: Mutual funds

Investors stayed tense over global economic growth, with estimated net inflows of just $13 billion into stock and bond mutual funds in the U.S. in June.

Mutual fund data was made available on Zephyr Associate Inc.’s website for investment professionals globally, StyleAdvisor.com.

Investor confidence softened somewhat in the second quarter, according to the Investor Sentiment Index, released Monday by John Hancock Financial Services.  

Morningstar Inc. released Morningstar Analyst Ratings and Global Fund Reports for approximately 40 alternative U.S. mutual funds, representing about 75% of the alternative fund universe by assets.  

The global financial services firm Wilshire Associates rolled out two offerings, one with exposure to liquid alternatives and a lower-cost product for smaller client accounts.

Long-term mutual funds recorded their smallest monthly intake year to date in May, with $14.1 billion in new assets.  

Investors put $14 billion in net inflows into stock and bond mutual funds in the U.S. in May.

 Neuberger Berman Group LLC launched the Neuberger Berman Absolute Return Multi-Manager Fund with multiple sub-advisers on Monday.   

Putnam Investments plans to offer two new share classes to qualified retirement plans.

Federated Investors, Inc. and Fifth Third Bank reached an agreement under which Federated will acquire certain assets relating to the management of Fifth Third money market funds.

Sentinel Investments has changed the portfolio management teams for four mutual funds.

Open-end mutual funds had their strongest long-term flows in nearly two years with an estimated $44 billion in February inflows.

Invest n Retire, LLC has been a big proponent of using exchange-traded funds (ETFs) in defined contribution (DC) plans, and now it has data to support its stance.

Investors put an estimated $46 billion in net inflows into stock and bond mutual funds in the U.S. in February 2012.

The lifecycle investment product market increased to $842 billion as of year-end 2011, reports Strategic Insight (SI), an Asset International company. 

Informa Investment Solutions (Informa) launched RetireIQ.  

Total 529 college savings plan assets were an estimated $144.4 billion in Q4 2011, according to data from Financial Research Corporation (FRC), a division of Strategic Insight.

Net cash contributions to long-term mutual funds around the world came in at around $200 billion for 2011, down from almost $1 trillion in both 2010 and 2009,...

DST Systems Inc. announced a new administrative solution that makes retirement income products more widely available to sponsors of defined contribution retirement plans and their participants. 

Investors put an estimated net $35 billion in net inflows into stock and bond mutual funds in the U.S. in January 2012, reports Strategic Insight (SI).