Tag: Mutual funds

November inflows totaled nearly $53 billion for stock and bond funds, according to Strategic Insight’s monthly fund review.

More than 60 new global equity indexes introduced by Morningstar provide benchmarking tools that reflect the performance of equity markets worldwide.

In partnership with Hand Benefits & Trust Company, Legg Mason introduced 401(k) Roadmap Funds, a series of nine target-date collective investment funds (CIFs).

The Multi-Asset Income Fund from American Century Investments aims to provide sustainable monthly income from a diversified mix of domestic and foreign fixed-income and equity investments.

The retirement plans division of Ameritas Life Insurance Corp. expanded the investment options available within its retirement plans products by adding 32 new funds.

Members of the Baby Boom Generation and Generation X had the highest rates of mutual fund...

The Legg Mason BW Dynamic Large Cap Value Fund utilizes a dynamic shifting tool and a proprietary quantitative strategy.

Northern Trust Asset Management launched a new fund for institutional investors that encompasses quality small capitalization stocks across global developed equity markets.

Investment management firm Eaton Vance says it has won approval to offer “exchange-traded mutual funds” that deliver nontransparent actively managed investment strategies as exchange-traded funds (ETFs).

Pershing LLC, a BNY Mellon company, added new advisory and institutional share classes from nine fund families to its FundVest mutual fund platform.

Five new indices created by Wilshire Associates Incorporated are designed to provide critical benchmarking support to investors seeking exposure to liquid alternatives.

Total U.S. retirement assets reached $24 trillion as of June 30, up 2.8% from $23.4 trillion measured on March 31.

MassMutual has named Aruna Hobbs as head of institutional investments for retirement plans.

Many Americans hold serious reservations about investing in the stock and bond markets, according to a recent COUNTRY Financial Security Index survey on investor confidence.

The ModelTool(k)it from Matrix Financial Solutions helps advisers manage portfolio models of recommended mutual funds and ETFs in 401(k) plans. 

Long-term funds of all types attracted $30 billion in July, lifting year-to-date net inflows to $293 billion, according to Strategic Insight (SI), an Asset International company.

Highland Capital Management, L.P., a Dallas-based investment management firm, has added five members to its sales group for non-traded and mutual fund products.

Registered investment advisers (RIAs) have increased long-term mutual fund and exchange-traded fund (ETF) assets under management by more than 12% this year, according to Broadridge research.