Tag: Mutual funds

Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.

Assets have nearly doubled, from $572 billion in 2008, to $1.1 trillion through the first half of 2012.

The Schwab Advisor Center iPad application gives advisers access to client data, such as balances, positions and transactions.

The Calvert Emerging Markets Equity Fund is a sustainable and responsible investment (SRI) mutual fund.

The Altegris Macro Strategy Fund integrated the Brevan Howard Emerging Markets Local Fixed Income strategy.

Prudential Investments launched the Prudential Short Duration High Yield Income Fund.

The investment allocation of individual retirement accounts (IRAs) varies according to several factors, but the difference between genders is minimal.

 A new investor share class for the Hundredfold Select Alternative Fund was rolled out by the investment adviser.   

BMO Global Asset Management introduced the BMO Low Volatility Equity Fund, designed to provide long-term returns comparable to U.S. large cap stocks but with less volatility.

Orinda Asset Management LLC launched the Orinda SkyView Macro Opportunities Fund, an institutional multi-manager mutual fund.

The average investor thinks a mutual fund will help meet retirement goals, but is not confident it will provide an income stream. 

Thirteen trade associations filed a comment letter with the Securities and Exchange Commission (SEC), outlining objections to a proposal that would increase regulation on money market funds.

The Russell Multi-Strategy Alternative Fund and the Russell U.S. Strategic Equity Fund were introduced by Russell Investments. 

Long-term mutual fund flows were $24.6 billion in July, following just $10.8 billion in June.

The search for safety led to bond fund demand across a spectrum of corporate and U.S. government funds, high and low credit quality, and global bond strategies.

Vanguard announced new investment advisory arrangements for Vanguard Windsor Fund, Vanguard International Value Fund and Vanguard Global Equity Fund.

Mutual fund flows have been strong throughout the first half of the year, with positive net flows every month, according to a report.

The mutual funds of Sentinel Investments have been added to the CPI Qualified Plan Consultants retirement plan platform.

Long-term mutual funds recorded their lowest monthly intake year to date with just $10.8 billion in new money in June, according to data from Morningstar.

 A dividend tax rate hike scheduled for January might have an impact on Americans who rely directly and indirectly on dividends, a study found.