Tag: Mutual funds

The DoubleLine Shiller Enhanced CAPE Fund uses the long-term stock valuation principles of Nobel Prize-winning Yale economics professor Robert Shiller.  

Inflows to equity strategies remained strongly positive in September, clocking in at $40 billion for equity mutual funds and ETFs.

Innealta Capital has launched a new mutual fund, the Innealta Risk Based Opportunity Moderate Fund.

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

AllianceBernstein now offers a non-revenue share class for a select group of mutual funds.

Vanguard announced intentions to streamline its investment offerings by merging five funds that have similar objectives and investment strategies.

Morgan Stanley Investment Management unveiled an institutional share class to improve transparency and lower fees for defined contribution (DC) plans and other institutional investment platforms.

The adviser site at OppenheimerFunds has been enhanced with new features and additional ways to compare funds and judge performance.

American Independence Financial Services LLC rolled out the Risk-Managed Allocation Fund, an exchange-traded fund (ETF) that seeks long-term growth and is available in three share classes.

Nine of ING U.S. Investment Management’s affiliated mutual funds have been made available in R6 share classes.

Goldman Sachs Multi-Asset Real Return Fund aims to provide access to a dynamic, multi-asset class solution that seeks to help individuals achieve real return over inflation. 

Research from Vanguard's Center for Retirement Research examines how the adoption of index target-date strategies has transformed the composition of defined contribution (DC) plans.  

Visium Asset Management launched the Visium Event Driven Fund (VIDVX), the first mutual fund offering for the alternative asset management firm.

Investors added $15.9 billion to long-term mutual funds in July, driven by inflows of $7.9 billion into international-equity funds.

Broadridge has debuted an online tool displaying views into long-term mutual fund and exchange-traded fund (ETF) sales and asset data collection.

During the first half of 2013, investors globally contributed $665 billion of net inflows to funds worldwide excluding money markets.

American Century Investments has added a new retirement plan share class to many of its most popular mutual funds, as well as 10 new target-date funds.

The surprising rise in interest rates that began in early May and spiked in June triggered a 2.4% average loss for all bond funds during June.

Investors withdrew $43.8 billion from taxable-bond funds and $16.4 billion from municipal-bond funds, making June the worst month on record for bond funds in terms of total outflows.

Nuveen Investments announced the availability of a new suite of large cap equity mutual funds.