Tag: Mutual funds

The average expense ratios of stock and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted...

Forward Management, LLC, announced the launch of new share classes for some of its funds. 

Keeley Asset Management Corporation has announced the national launch of the KEELEY Alternative Value Fund.

U.S. investors poured $47.5 billion into mutual funds in March, bringing total net inflows for the first quarter to $125.2 billion, Morningstar reported.

During the 12 months since stock markets bottomed in March 2009, worldwide bond and stock mutual fund net inflows eclipsed $1 trillion, about half of which was garnered...

DoubleLine Funds Trust will launch two open-end mutual funds on Tuesday.

American United Life Insurance Company (AUL) has launched the AUL Stable Value Account for select AUL participants.

Trinity Fiduciary Partners, LLC, investment adviser to the Epiphany Funds, has launched three new Epiphany Funds.

Jensen Investment Management, investment adviser to The Jensen Portfolio (JENSX) mutual fund, has launched its second mutual fund, the Jensen Value Fund.

Artisan Funds has announced the launch of Artisan Global Equity Fund (ARTHX).

The Securities and Exchange Commission (SEC) has announced a distribution of nearly $185 million to more than 800 mutual funds that were affected by illegal market timing by...

When it comes to reading, most affluent seniors don’t want to snuggle up with a lengthy description of their investments, a new survey suggests.

Vanguard is adding to its family of 30 actively managed stock funds the Vanguard Explorer Value Fund, which focuses primarily on stocks of small and medium-sized U.S. companies.

RidgeWorth Investments said its new whitepaper highlights how a portfolio with an allocation to mid-caps had a better risk/reward relationship than a portfolio without—over both short and long...

The Hartford Mutual Funds has launched Class I shares for two of its funds.

Equity/mixed, bond, and other long-term mutual funds around the world captured $900 billion in net flows during 2009, according to Strategic Insight (SI), an Asset International company.

Evermore Global Advisors, LLC, has launched the Evermore Global Value Fund and Evermore European Value Fund.

Mutual funds saw inflows of $44.5 billion in January, according to estimates from Morningstar, Inc.

U.S. mutual fund investors poured an estimated $46 billion into stock and bond mutual funds in January, according to Strategic Insight (SI), an Asset International company.