Tag: Mutual funds

Mutual fund and exchange-traded fund (ETF) assets through broker/dealers and registered investment advisers (RIAs) had more than 30% growth in 2012 than wirehouses.

January mutual fund flows of $86.6 billion were record-breaking, and exchange-traded fund (ETF) assets reached a new high of $1.4 trillion at the end of the month.

In 2012, 72% of households owning mutual funds owned them through employer-sponsored retirement plans.

Dunham & Associates Investment Counsel Inc. (DAIC) launched the Dunham Alternative Strategy Fund (DNASX).

The most researched investments in 2012 on Morningstar platforms showed growing interest in U.S. equities.

Clear Sailing Investment Group (CSIG) and Hand Benefits & Trust launched collective trust funds for Clear Sailing’s retirement plan clients.

Schwab ETF OneSource was launched by Charles Schwab, with access to the highest number of commission-free exchange-traded funds (ETFs) in the industry.

Asset managers are developing new products to address market volatility and income demand in the wake of record-breaking fixed-income flows.

Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.

In 2012, mutual fund managers small and large saw substantial net inflows to their bond and stock funds.

Morningstar Inc. reported estimated U.S. mutual fund asset flows through December 2012.

Mesirow Financial rolled out a series of model portfolios on the Mid Atlantic Trust Company (MATC) ModelxChange platform.

A case claiming Ameriprise Financial favored its own affiliate funds in its 401(k) investment lineup has moved forward.

Outflows from U.S. stock funds may surpass 2008’s record of $96.7 billion, according to Morningstar Inc.

The current focus on retirement plan costs to participants provides a growth opportunity for the use of institutional investment products in defined contribution plans.

Fidelity Investments dropped the investment minimums for 22 equity, fixed-income and enhanced index funds.

The RBC BlueBay Absolute Return Fund, a specialty fixed-income mutual fund for U.S. investors, was launched by RBC Global Asset Management Inc.   

The Guardian Insurance & Annuity Company expanded its investment option lineup for two qualified retirement plan platforms.

Stock and bond funds saw more than $1 trillion of capital appreciation in 2012 so far, according to Strategic Insight.

Northern Trust rolled out a Diversified Frontier Markets Index Strategy.