Tag: Mutual funds

CPI Qualified Plan Consultants, Inc., a third-party recordkeeping and administration company, has added the Huntington mutual funds to its retirement plan platform.

Investment adviser Driehaus Capital Management now offers the Driehaus Active Income Fund (Ticker LCMAX), an absolute return mutual fund.

U.S. stock and bond mutual funds generated the best quarter of long-term fund inflows in more than two years during the second quarter of 2009, according to Strategic...

Charles Schwab Investment Management, Inc. has announced the addition of the Laudus Growth Investors U.S. Large Cap Growth Fund, successor to the UBS U.S. Large Cap Growth Fund,...

MainStay Investments has adopted four equity mutual funds managed by Epoch Investment Partners, Inc.

Fidelity Investments now offers seven Calamos mutual funds on Fidelity Advisor 401(k), Fidelity's financial adviser-sold retirement platform.

Fringe Benefit Group, provider of group benefit plans designed for hourly and part-time workers, has added the Nationwide Retirement Clear Advantage platform as one of the investment plan...

PIMCO launched the PIMCO Emerging Markets and Infrastructure Bond Fund.

T. Rowe Price has launched the U.S. Large-Cap Core Fund.

The Securities and Exchange Commission (SEC) has voted unanimously to propose rule amendments to significantly strengthen the regulatory framework for money market funds.

Research by Rocaton indicates that despite credit market conditions that have created challenges for many stable value funds and for the stable value industry in general, the funds...

SAM Sustainable Asset Management (SAM), a Zurich-based investment firm, has launched a new mutual fund for U.S. investors, the SAM Sustainable Global Active Fund.

Commonwealth Financial Network announced the addition of three portfolios with alternative asset classes to its lineup of in-house managed portfolios.

Newly released data from the Investment Company Institute (ICI) indicates that 65% of total U.S. retirement assets during 2008 were held in employer-sponsored retirement plans.

Natixis Global Associates (NGA), the distribution arm of Natixis Global Asset Management, said it will close the Vaughan Nelson Small Cap Value Fund (ticker: NEFJX) to new investors...

The Securities and Exchange Commission (SEC) on Monday charged Boston-based Evergreen Investment Management Company with securities law violations for overstating the value of a mutual fund that invested...

Baring Asset Management announced the launch of an international small-cap product for institutional investors in the U.S.

Invesco Aim announced the launch of AIM Balanced-Risk Allocation Fund (ABRZX), which uses a proprietary risk management process with the potential to generate consistent returns in any economic...

Pershing said it has added Neuberger Berman, The Hartford Mutual Funds, and T. Rowe Price to FundVest, Pershing's mutual fund platform.

Federated Investors, Inc., announced a definitive agreement with Touchstone Advisors, Inc. under which Federated will acquire certain assets related to the management of Touchstone Value Opportunities Fund and...