Tag: Mutual funds

WisdomTree has brought its WisdomTree Global Real Return Fund (RRF) to the NYSE Arca.

Uncertainty over the economy and unemployment increased in June, sparking U.S. mutual fund investors to redeem an estimated $2 billion in cash out of U.S. stock and bond...

Long-term mutual fund flows turned negative in June for the first time since December 2010, Morningstar reports.

Meeder Financial has launched the Flex-funds Total Return Bond Fund (FLBDX).

Forward Management announced a series of name changes in its mutual fund lineup.

Pershing LLC, a BNY Mellon company, has added Altegris, Invesco and TIAA-CREF funds to FundVest, Pershing’s no-transaction fee mutual fund platform.  

Fidelity Investments has launched the Fidelity Defined Maturity Funds, a series of actively managed national municipal income funds, each with a set maturity date.

Year-to-date global long-term fund flows through April 2011 reached $268 billion, according to Strategic Insight’s Global Mutual Fund Review.

Strategic Insight has rolled out its annual report on mutual fund fees and expense benchmarks.

Estimated long-term mutual fund flows reached $22.6 billion in May, Morningstar reported, but still mark the fourth consecutive monthly decline since inflows of $29.8 billion in...

U.S. mutual fund investors added about $24 billion in net new cash to U.S. stock and bond mutual funds in May 2011, according to data from Strategic Insight,...

Lord, Abbett & Co. and Wilshire Associates announced the joint release of Pro Active Income Solutions, portfolios designed to deliver targeted income through an active overlay. 

Financial advisory firm Aperio Group LLC has partnered with Aquinas Associates to develop a portfolio that adheres to the U.S. Conference of Catholic Bishops’ (USCCB) socially responsive investing...

No Load share classes, particularly those without 12b-1 fees, have grown to become the single most important share class in mutual fund sales through intermediaries, according to recent...

Dinkar Jetley is the new CEO of J.P. Morgan's Worldwide Securities Services (WSS) business.

Lincoln Trust Company is rolling out “Managed Models,” a customized portfolio product designed specifically for the retirement industry.

Fidelity Investments is rolling out its first fund in the global high-yield category, the Fidelity Global High Income Fund.

On average, defined contribution plan participants include 5.3 funds in their accounts in 2011 - nearly double what they had in 1996, according to a Spectrem study.

Long-term mutual funds saw inflows of $23.9 billion in April, which trailed March’s $27.0 billion, according to data from Morningstar.

Janus Capital Group Inc. has launched the Janus Real Return Allocation Fund.