Tag: Mutual funds

A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain...

The typical adviser receives more than 100 e-mails, mailings, wholesaler visits and internal sales desk calls every month from product providers—and that’s just from the firms they work...

Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290 billion, according to Strategic Insight...

The combined assets of the nation’s mutual funds increased by $211.8 billion, or 2%, to $10.824 trillion in September, according to the Investment Company Institute (ICI).

The ABA Retirement Funds Program has launched what it calls "an enhanced investment structure" for program participants.

MassMutual Retirement Services' quarterly analysis of plans it administers indicates plan participants are more engaged in their retirement planning and saving, and are also more confident in the...

The American Funds Target Date Retirement series is making plans to add a new fund to the series.

A recent paper says that investors gain 2.5% higher returns every year, on a risk-adjusted basis, by investing in "sin" stocks–publicly traded companies involved in alcohol, tobacco, and...

Invesco Ltd. has entered into a definitive agreement to acquire Morgan Stanley’s retail asset management business, including Van Kampen Investments. 

Open-end mutual funds saw inflows of more than $49 billion in September, according to data from Morningstar.

Vanguard is implementing a “cooling off” period for the fund giant’s best performing fund of 2009.

Cullen Capital Management has launched the Cullen Small Cap Value Fund.

Saturna Capital Corporation, adviser to the Amana Mutual Funds Trust, has launched the Amana Developing World Fund (AMDWX), the third in the Amana Funds family designed for American...

Touchstone Investments has launched 10 new funds, each featuring multiple share classes for both retail and institutional investors.

The Dreyfus Corporation, part of BNY Mellon Asset Management, has introduced two new fund of funds: Dreyfus Satellite Alpha Fund and Dreyfus Diversified Global Fund.

Fidelity Investments is increasing the international equity exposure and adding Treasury Inflation-Protected Securities to its lifecycle funds.

Akre Focus Fund is now available on four major brokerage platforms: Charles Schwab, TDAmeritrade, Fidelity, and Pershing.

Investors poured more than $54 billion into U.S. open-end mutual funds in August—the largest inflow since February 2007, according to Morningstar.

Forward Management, LLC, has launched the Forward Tactical Growth Fund (FFTGX).

Participants in 401(k) plans continued a cautious move into equity during August, with a total of $203 million shifted from fixed income into equities, according to the Hewitt...