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...
Tag: Mutual Funds
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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...
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Nile Capital Management Launches Pan Africa Mutual Fund
April 29, 2010 (PLANSPONSOR.com) - Nile Capital Management, LLC, has announced the launch of the Nile Pan Africa Fund, an...
Stock and Bond Funds Pull in $70B in March
April 28, 2010 (PLANSPONSOR.com) - Stock and bond funds experienced net inflows of $70 billion in March, according to the...
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Forward Management Introduces Fund Institutional Shares
April 19, 2010 (PLANSPONSOR.com) – Forward Management, LLC announced the launch of new share classes for some of its funds....
Mutual Fund Fees Remained Steady in 2009
April 19, 2010 (PLANSPONSOR.com) - The average expense ratios of stock funds and bond funds rose slightly in 2009, but...
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Keeley Asset Management Launches Alternative Value Fund
April 16, 2010 (PLANSPONSOR.com) - Keeley Asset Management Corporation has announced the national launch of the KEELEY Alternative Value Fund.
Bond Funds Still Golden in March
April 15, 2010 (PLANSPONSOR.com) – U.S. investors poured $47.5 billion into mutual funds in March 2010, bringing total net inflows...
Fund Flows Pick Up Steam in Q110
April 14, 2010 (PLANSPONSOR.com) – During the 12 months since stock markets bottomed in March 2009, worldwide bond and stock...
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Vontobel Unveils Global Equity Fund
April 13, 2010 (PLANSPONSOR.com) – Vontobel Asset Management has launched an emerging markets equity fund for institutional investors located in...
Former TCW Fund Manager Launches New Funds
April 5, 2010 (PLANSPONSOR.com) - DoubleLine Funds Trust will launch two open-end mutual funds on Tuesday April 6, 2010.
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Trinity Unveils Three Epiphany Funds
April 1, 2010 (PLANSPONSOR.com) –Trinity Fiduciary Partners, LLC, investment adviser to the Epiphany Funds, has launched three new Epiphany Funds.
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Jensen Investment Management Launches Value Fund
March 31, 2010 (PLANSPONSOR.com) - Jensen Investment Management, investment adviser to The Jensen Portfolio (JENSX) mutual fund, has launched its...
U.S. Stock Funds Get Snubbed in February
March 15, 2010 (PLANSPONSOR.com) - Excluding domestic-stock funds, every other major asset class took in assets in February, according to...
Bond Funds Still Winning as Investors Dive Back into Market
March 11 2010 (PLANSPONSOR.com) - U.S. mutual fund investors put an estimated $30 billion into stock and bond mutual funds...
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Hartford Adds I Class to Two Funds
March 1, 2010 (PLANSPONSOR.com) - The Hartford Mutual Funds has launched Class I shares for two of its...
Bond Fund Investors Beware
March 1, 2010 (PLANSPONSOR.com) – A new report from Morningstar warns those who flocked to bond funds in 2009 that...
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Nuveen Expands Global Investment Reach, Platform
March 1, 2010 (PLANSPONSOR.com) - Nuveen Investments has extended its offerings to non-U.S. investors with the availability of...
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NGA Teams to Launch New Asian Mutual Fund
March 1, 2010 (PLANSPONSOR.com) - Natixis Global Associates (NGA) has launched a new multi-cap stock fund that invests...
SI Report Sees an Inflection Point for the Mutual Fund Industry
February 24, 2010 (PLANSPONSOR.com) - The mutual fund industry gathered $4.2 trillion in net cash flows worldwide in...