Tag: Mutual Funds

BMO Global Asset Management expands availability of stable value fund; American Funds offers new fixed income funds; and Franklin Templeton...

On the fixed-income side, Strategic Insight finds active bond funds netted $6.1 billion of new investments during June 2016, “mainly...

ICI reports the cost of investing in equity mutual funds through 401(k) plans has declined 31% since 2000.

Worldwide alternative assets exceeded $7.5 trillion as of year-end 2015, Cerulli says. 

John Hancock Investments enacts expense reductions in TDF suite; Defined Contribution Real Estate Council publishes investing checklist for plans; Morningstar...

Fidelity Drops Pricing on 27 Index Mutual Funds and ETFs; Lindner Capital Advisors Announces Fee Structure for New 401(k)s

Outflow pressures from active large-cap and growth oriented strategies continued, says Strategic Insight.

The use of stable value funds within defined contribution plans has evolved substantially in recent years and decades, with more...

Vanguard modifies advisory arrangement for Explorer Value Fund; FTSE Russell unveils Green Revenues model; Franklin Templeton Investments introduces LibertyShares strategic...

Morningstar Investment Management believes the first order of business for sponsors and their retirement plan advisers when selecting the appropriate...

T. Rowe Price is moving to resolve a simple-but-costly proxy voting error related to the leveraged buyout of Dell Inc....

Oppenheimer unveils new infrastructure fund; SEI adds Real Assets Multi-Strategy Fund to CIT; Morningstar ‘Framework’ Helps Glide Path Decisions, and...

Putnam Investments offers new strategies for uncertain markets; American Century Investments announces the public availability of AC Alternatives Long Short...

Portfolio managers shared what they feel are the most compelling opportunities in the equity markets today.

Among bond funds, active and passive strategies attracted new investment totaling $17.6 billion and $9.7 billion, respectively, during April. 

Participants in M&T Bank retirement plans accuse the company of unfairly promoting its own mutual funds at the expense of...

Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international mutual...

They are more likely to survive, which means they have outperformed their peers.

Vanguard reports fund expense reductions; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

Designed for long-term investors, the proprietary investment models analyze “a multitude of fundamental metrics drawn primarily from company financial statements.”