Tag: Mutual funds

Charles Schwab released a study today that found although active traders are feeling more optimistic, being properly hedged against risk is a concern for many.  

New York Life Investments announced changes in its organizational structure in order to focus on the expansion of its third party institutional businesses initiatives.

AllianceBernstein L.P. has launched the AllianceBernstein International Discovery Equity Portfolio. 

Fifty-eight percent of more-affluent investors with investable assets of at least $200,000 cited emergency expenditures as the primary reason for keeping a portion of retirement savings in liquid...

The global mutual fund industry is on pace for $850 billion in net inflows to stock and bond mutual funds in 2010, according to Strategic Insight (SI), an...

Investors contributed $26.8 billion to long-term mutual funds in October, about twice the previous month's tally, according to the latest Morningstar fund flow data.

Janus Funds and Pacific Life Funds will now be a part of FundVest, Pershing's no-transaction-fee mutual fund platform.

The mutual fund trade industry’s voice has weighed in on the 12b-1 debate – and, as might be expected, they aren’t keen on some of...

Stock and bond funds experienced net inflows of $44.6 billion in September, according to Financial Research Corporation (FRC).

Janus Capital launched three new investment strategies, which are available for U.S. institutional investors in separate accounts.

A new study of global fund distribution features by Strategic Insight (SI) says the future holds a reduced number of blockbuster funds in a more guided architecture context.

USAA has launched two new mutual funds addressing inflation and rising interest rates.

Vanguard topped the chart for fund flows year-to-date, according to a recent report from Strategic Insight, an Asset International company.

An MFS Investment Management survey found misperceptions regarding asset allocation and retirement readiness. 

Long-term funds had inflows of $14.3 billion in September; the fourth consecutive month of positive long-term inflows, according to data from Morningstar.

Propelled by demand for bond funds and international exposure, U.S. mutual fund investors added about $16 billion in net new cash to U.S. stock and bond mutual funds...

Vanguard has appointed Wellington Management Company, LLP and Delaware Investments as investment advisers to Vanguard U.S. Growth Fund.

Russell Global Infrastructure Fund and the Russell Global Credit Strategies Fund are the latest additions to Russell Investment offerings. 

Vanguard says that by reducing the minimums for the ultra-low-cost Admiral Shares, nearly 2 million shareholders in 52 funds will benefit.

At the PLANDADVISER National Conference in Orlando last week, panelists discussed alternatives to mutual funds for 401(k) plans, such as exchange-traded funds (ETFs) and collective trusts.