Tag: Mutual Funds

The firm found an advisory fee waiver in place on the PIMCO All Asset All Authority Fund was less than...

Pacific Global adds ETFs to complement flagship fund, and Federated Investors Reorganizes Investments of PNC Capital Advisors.

Principal Global Investors creates combined emerging markets fixed income team, and BNY Mellon presents Japan Womenomics Fund.

John Hancock Investment Management expands fixed-income suite, and Millennium Trust adds investments to Workplace Savings Solutions.

J.P. Morgan improves TDF analysis tool; Nuveen presents CIT TDF series; and Fidelity promotes new bond index fund.

Mesirow Financial presents third mutual fund and managed account program; BPAS partners with Lincoln Financial on stable value solution for...

Wilmington Trust and Federated offer CITs to DC clients, and Cohen & Steers closes real estate fund share classes.

Transamerica alters subadvisers, fees for Large Growth Fund, and Roundhill launches esports and digital entertainment ETF.

Northern Trust enhances securities lending offering; Global X adds ETF suite to Model Market Center; and Cohen & Steers makes...

Northern Trust builds portfolio analytics tool; Transamerica lowers multiple investment fund fees; Mesirow Financial issues U.S. small cap sustainability vehicle;...

Dimensional announces new Investment Solutions Group; Vanguard reopens fund and broadens access to others; DoubleLine Capital adds R shares to...

Fidelity adds lower expense ratio mutual funds, and Vanguard introduces global stock fund. 

Buffalo Funds introduces institutional class shares; Nuveen adds to Diversified Dividend and Income Fund team; and State Street Global Advisors...

American Century Investments to develop new equity and fixed income suite; HealthSavings Administrators releases HSA investment vehicle; DWS Group launches...

Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management...

The products are designed to meet the demand for multifactor strategies in retirement plans by offering investors access to investment...

Finding that most households own mutual funds in employer-sponsored retirement plans, the Investment Company Institute (ICI) looked into the factors...

Finadium builds database of securities lending mutual funds and ETFs; OneAmerica, Russell Investments managed accounts consider outside retirement assets; and...

Schwab Adds Conestoga Fund to Mutual Fund List; GSAM Acquires Standard & Poor's Investment Advisory Services; and Firm Offers FDIC-Insured...

Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would...