Tag: Mutual funds

The combined assets of the nation’s mutual funds rose by $89.1 billion, or 0.6%, to $13.94 trillion in May.

Investors added another $38.6 billion to long-term mutual funds in May, according to Morningstar, Inc.

The Securities and Exchange Commission (SEC) announced a settlement in an enforcement proceeding against eight former directors of five Regions Morgan Keegan open- and closed-end funds. 

The expenses 401(k) plan participants incurred for investing in long-term mutual funds declined in 2012, the Investment Company Institute (ICI) found.

The Neuberger Berman Flexible Select Fund was debuted by Neuberger Berman. The all-cap equity mutual fund seeks risk-adjusted returns with lower volatility.

When constructing a glide path for target-date funds (TDFs), the main objective should not just be about choosing the proper mix of equities and fixed income.

State Street Global Advisors (SSgA) rolled out two exchange-traded funds (ETFs) that offer income and inflation protection.

Inflows for long-term mutual funds during April stood at a healthy $37.8 billion, according to a report from Morningstar, Inc.

The Fidelity VIP Target Volatility Portfolio is designed to deliver more consistent returns in guaranteed benefit products. 

TIAA-CREF launched the TIAA-CREF International Opportunities Fund (TIOIX, TIOTX, TIOSX, TIOPX).

The downward trend in average expense ratios paid by investors in mutual funds continued during 2012, says a report from the Investment Company Institute (ICI).

Stock and bond mutual funds and ETFs (exchange-traded funds) set an all-time quarterly flows record in the first quarter of 2013 of $246 billion. 

MFS Investment Management has rolled out Class R5 shares, offering a lower-cost investment for advisers and plan sponsors.

Aston Asset Management LP partnered with Lee Munder Capital Group LLC to debut a mutual fund, the ASTON/LMCG Emerging Markets Fund.

 Natixis Global Asset Management (NGAM) launched a multi-strategy mutual fund dynamically allocated across multiple hedge fund managers.   

The Securities and Exchange Commission (SEC) released an update to clarify how investment companies can use social media without running into filing requirements.  

The youngest affluent investors don’t watch TV, listen to the radio or read newspapers. So how do advisers engage Generation Y?

Neuberger Berman Group LLC rolled out retirement share classes (R6 shares) for seven of its mutual funds.

Women of color, even those with access to employer-sponsored plans, are not prepared for retirement, a survey indicates.

Frederick J. O’Meally had a final judgment entered against him by a federal court in New York stemming from an action filed by the Securities and Exchange Commission...