Stock and Bond Mutual Funds Started Year Strong
February 11, 2010 (PLANSPONSOR.com) – U.S. mutual fund investors poured an estimated $46 billion into stock and bond mutual funds...
Tag: Mutual Funds
Bond Funds Continue to Dominate in December 2009
February 8, 2010 (PLANSPONSOR.com) – Bond funds saw inflows of $29 billion in December 2009, according to Strategic Insight, an...
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AIM International Small Company Fund Offering Limited
February 1, 2010 (PLANSPONSOR.com) – AIM International Small Company Fund is now offered on a limited basis to certain investors.
SEC Adopts New Rules for Money Market Funds
January 27, 2010 (PLANSPONSOR.com) - The Securities and Exchange Commission (SEC) has adopted new rules to better protect...
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Royce Closes Two Funds to New Investors
January 22, 2010 (PLANSPONSOR.com) - Royce Fund Services, Inc. has announced that it is closing two of its funds to...
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Lord, Abbett Trims Intl. Funds’ Expense Ratios
January 20, 2010 (PLANSPONSOR.com) – Lord, Abbett & Co. has reduced the net expense ratios on two of its funds,...
Fund Flows Globally Reach 2007 Level
January 19, 2010 (PLANSPONSOR.com) - Progress in November helped bring year-to-date net flows worldwide to $825 billion - reaching full-year...
Boutique Fund Managers See Growth in Down Economy
January 15, 2010 (PLANSPONSOR.com) – A listing of the fastest-growing active fund managers in 2009 includes mostly smaller firms.
Bond Funds See Record Inflows in 2009
January 15, 2010 (PLANSPONSOR.com) – U.S. investors’ use of bond mutual funds reached record levels in 2009.
2009 a Comeback Year for Mutual Funds
January 14, 2010 (PLANSPONSOR.com) - The year 2009 proved to be a recovery year for the fund industry after a...
Short-term Redemption Fees No Longer Needed?
January 14, 2010 (PLANSPONSOR.com) – A new study suggests mutual fund companies may no longer need to keep in place...
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Wells Fargo Realigns Fund Offerings
January 13, 2010 (PLANSPONSOR.com) – Wells Fargo and its Evergreen Funds affiliate have been tidying up their fund...
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CUSO Launches ActivePassive Portfolios
January 6, 2010 (PLANSPONSOR.com) – CUSO Financial Services (CFS) a full-service broker dealer and registered investment adviser, has launched the...
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Lazard Launches Infrastructure Mutual Fund
January 5, 2010 (PLANSPONSOR.com) - Lazard Asset Management LLC has announced the launch of the Lazard Global Listed Infrastructure Portfolio...
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TCW Unveils Emerging Markets Fund
January 5, 2010 (PLANSPONSOR.com) – Los Angeles-based asset management firm The TCW Group has launched the TCW Emerging Markets Equities...
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Huntington Launches New Emerging Markets Fund
January 4, 2010 (PLANSPONSOR.com) - Huntington Funds has launched a new fund to tap into emerging markets.
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Transamerica Extends Bond Fund Purchase Minimum
December 31, 2009 (PLANSPONSOR.com) -Transamerica Asset Management Group (TAMG) has extended indefinitely the reduction to the purchase threshold for NAV...
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Vanguard to Offer New Active Equity Fund
December 22, 2009 (PLANSPONSOR.com) - Vanguard plans to introduce its first actively managed equity fund that invests primarily in small-...
SI: “Resilient” Fund Flows Set Stage for 2010
December 21, 2009 (PLANSPONSOR.com) - On the heels of a financial crisis that shook both the financial services industry and...
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Hartford Equity Offering Has New Name
December 17, 2009 (PLANSPONSOR.com) – The Hartford Mutual Funds renamed its Global Equity Fund as The Hartford Global Research Fund.