Tag: Mutual funds

The economic turmoil over the last couple of years has shaped the way high-net-worth individuals view their own investment portfolios, their economy, and their government, a new...

The Dreyfus Corporation, a subsidiary of BNY Mellon Asset Management, has announced the launch of Dreyfus Global Real Return Fund, Inc.

Fidelity Investments announced the launch of the Fidelity Corporate Bond Fund with retail and adviser shares and the addition of an adviser class to the Fidelity Real...

SteelPath has announced the launch of the SteelPath MLP Alpha Fund.

Neuberger Berman has launched the Intrinsic Value Fund (NINLX, NINAX, NINCX), based on the investment strategy of the firm’s Small Cap Intrinsic Value team.

Point-of-sale commissions continue to fade from the mutual fund sales process as advisers increasingly sell funds in fee-for-advice arrangements, according to a new study by Strategic Insight, an...

State Street has developed a suite of money-market fund services designed to help advisers comply with new amendments to the Rule 2a-7 regulations governing money-market funds.

U.S. mutual fund investors have put nearly $200 billion into stock and bond mutual funds so far in 2010, according to Strategic Insight (SI), an Asset International company.

Ivy Funds has launched an asset allocation product that focuses its equity allocation on small- and mid-cap companies around the world.

Guggenheim Partners has unveiled three Transparent Value mutual funds.

In 2009, 76% of mutual fund-owning households indicated that their primary financial goal for their fund investments was saving for retirement, according to the Investment Company Institute (ICI).

Eighty percent of households that owned funds outside a workplace retirement plan held funds purchased through a professional adviser, according to the 2010 Investment Company Fact Book released...

U.S.-registered investment companies managed $12.2 trillion at year-end 2009, a $1.8 trillion increase from year-end 2008.

Stock and bond funds experienced net inflows of $70 billion in March, according to the Financial Research Corporation (FRC).

Federated Investors, the third-largest U.S. manager of money-market funds, announced that it expects to continue waiving some fees for the rest of the year because of low interest...

Putnam Investments has launched a fund-of-sector-funds providing exposure to all sectors contained in the MSCI World Index.

The average expense ratios of stock and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted...

Forward Management, LLC, announced the launch of new share classes for some of its funds. 

Keeley Asset Management Corporation has announced the national launch of the KEELEY Alternative Value Fund.

U.S. investors poured $47.5 billion into mutual funds in March, bringing total net inflows for the first quarter to $125.2 billion, Morningstar reported.