$13B Yanked from Mutual Funds in May
June 11, 2010 (PLANSPONSOR.com) – Investors responded to worrisome economic events in May by yanking $13.2 billion from equity funds.
Tag: Mutual Funds
May Net Fund Outflow Slowed
June 11, 2010 (PLANSPONSOR.com) – Despite the return of extreme volatility to financial markets, U.S. mutual fund investors withdrew a...
Strategic Insight Looks to Expand Business Development Team
June 9, 2010 (PLANSPONSOR.com) - Strategic Insight (SI), a provider of research, databases and analysis to over 250...
FRC Says Fund Sales to Moderate in 2010
June 7, 2010 (PLANSPONSOR.com) - Mutual fund net sales posted a record-high year in 2009 and despite their strong flows...
April Fund Inflows Pegged at $53.7B
June 1, 2010 (PLANSPONSOR.com) – Stock and bond funds experienced net inflows of $53.7 billion in April, according to the...
International/Global Equity Leads ETF Fund Filings in April
May 20, 2010 (PLANSPONSOR.com) – Sixty-four open-end exchange-traded funds were filed in April, according to the New Fund Filings Review...
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Dreyfus Global Real Return Fund Launched
May 14, 2010 (PLANSPONSOR.com) - The Dreyfus Corporation, part of BNY Mellon Asset Management, has announced the launch of Dreyfus...
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Putnam Takes a Broader 529 View
May 13, 2010 (PLANSPONSOR.com) - Putnam Investments says it will begin to “actively seek opportunities” to serve...
Investors Still Favor Bond Funds
May 13, 2010 (PLANSPONSOR.com) - U.S. open-end mutual funds gathered almost $41 billion in assets during April, according to Morningstar...
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Turner Global Opportunities Fund Launches
May 12, 2010 (PLANSPONSOR.com) - The Turner Funds has introduced its second no-load global/international stock mutual fund, the Turner Global...
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SteelPath Launches MLP Alpha Fund
May 12, 2010 (PLANSPONSOR.com) - SteelPath has announced the launch of the SteelPath MLP Alpha Fund.
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Intrinsic Value Fund Launched by Neuberger Berman
May 10, 2010 (PLANSPONSOR.com) - Neuberger Berman has launched the Intrinsic Value Fund (NINLX, NINAX, NINCX), based on the investment...
No-Load Shares Continue to Gain Ground in Mutual Fund Sales
May 10, 2010 (PLANSPONSOR.com) - Point-of-sale commissions continue to fade from the mutual fund sales process as advisers increasingly sell...
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State Street Analytics Aimed at Money Funds
May 5, 2010 (PLANSPONSOR.com) – State Street has developed a suite of money market fund services designed to help advisers...
2010 Fund Flows Could Go into Record Book
May 4, 2010 (PLANSPONSOR.com) – U.S. mutual fund investors have put nearly $200 billion into stock and bond mutual funds...
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Guggenheim IntroducesThree Mutual Funds
May 3, 2010 (PLANSPONSOR.com) – Guggenheim Partners has unveiled three Transparent Value mutual funds.
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Ivy Funds Offering Focuses on Foreign Equities
May 3, 2010 (PLANSPONSOR.com) – Ivy Funds has launched an asset allocation product that focuses its equity allocation on small-...
Investment Companies See Growth in 2009
April 30, 2010 (PLANSPONSOR.com) - U.S.-registered investment companies managed $12.2 trillion at year-end 2009, a $1.8 trillion increase from year-end...
Advisers Number One Source for Mutual Funds outside of Retirement Plans
April 30, 2010 (PLANSPONSOR.com) - Eighty percent of households that owned funds outside a workplace retirement plan held funds purchased...
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Mutual Funds Primarily Used for Retirement Savings
April 30, 2010 (PLANSPONSOR.com) – In 2009, 76% of mutual fund–owning households indicated that their primary financial goal for their...