Tag: Mutual Funds

Products | February 22nd, 2010

Evermore Global Advisors Launches Two New Mutual Funds

February 22, 2010 (PLANSPONSOR.com) - Evermore Global Advisors, LLC has launched Evermore Global Value Fund and Evermore European Value Fund.

Investing | February 12th, 2010

Domestic Stock Funds Reverse Flow in January

February 12, 2010 (PLANSPONSOR.com) - Mutual funds saw inflows of $44.5 billion in January, according to estimates from Morningstar, Inc.

Investing | February 11th, 2010

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...

Investing | February 8th, 2010

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...

Products | February 1st, 2010

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.

Compliance | January 27th, 2010

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...

Products | January 22nd, 2010

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...

Products | January 20th, 2010

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,...

Investing | January 19th, 2010

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...

Administration | January 15th, 2010

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.

Investing | January 15th, 2010

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.

Investing | January 14th, 2010

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...

Administration | January 14th, 2010

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...

Products | January 13th, 2010

Wells Fargo Realigns Fund Offerings

January 13, 2010 (PLANSPONSOR.com) – Wells Fargo and its Evergreen Funds affiliate have been tidying up their fund...

Products | January 6th, 2010

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...

Products | January 5th, 2010

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...

Products | January 5th, 2010

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...

Products | January 4th, 2010

Huntington Launches New Emerging Markets Fund

January 4, 2010 (PLANSPONSOR.com) - Huntington Funds has launched a new fund to tap into emerging markets.

Products | December 31st, 2009

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...

Products | December 22nd, 2009

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-...