Mutual Fund

 
News Articles for Mutual Fund top ^
By Andrew Ackerman The Securities and Exchange Commission is preparing new rules to boost oversight of mutual funds, hedge funds and other firms as part of an effort to gain insight into whether the $50 trillion asset-management industry poses risks to the financial system, according to people familiar with the discussions.
Sign-up for SEC preps mutual fund rules investment picks
By Andrew Ackerman The Securities and Exchange Commission is preparing new rules to boost oversight of mutual funds, hedge funds and other firms as part of an effort to gain insight into whether the $50 trillion asset-management industry poses risks to the financial system, according to people familiar with the discussions.
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CHICAGO , July 7, 2014 /PRNewswire/ -- Morningstar, Inc. (NASDAQ: MORN) , a leading provider of independent investment research, and Barron's , the financial magazine published by Dow Jones & Co., today released highlights of their annual national survey examining the perception and usage of alternative investments among institutions and financial advisors.
Sign-up for Annual Survey Finds Continued Rise of Mutual Funds as Vehicle of Choice for Alternative Strategies; Long-Short Equity Garners Most Investor Interest for Fourth Year in a Row investment picks
2014/8/1
Increase driven by investors moving to independent advice models LAKE SUCCESS, N.Y. , Aug.
Sign-up for RIAs See 12% Growth in Long-Term Mutual Fund & ETF Assets in First Half of 2014, According to Broadridge investment picks
2014/8/7
Aston Hill Announces 2014 Second Quarter Results and $1 Billion Mutual Fund AUM Milestone Canada NewsWire In mid-July, subsequent to the second quarter's end, the Company surpassed the $1 billion in AUM milestone of in-house Aston Hill mutual funds.
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http://at.marketwire.com/accesstracking/AccessTrackingLogServlet?docid=0959388001&sourceType=1 http://www.ccnmatthews.com/logos/20051006-BMO170.jpg TORONTO, ONTARIO --
Sign-up for BMO Investments Inc. Announces Changes to Its Mutual Fund Lineup investment picks
Charles Schwab Investment Management, Inc. (CSIM) announced today that it will expand its index mutual fund lineup with the launch of the Schwab Fundamental Global Real Estate Index Fund (SFREX) .
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NEW YORK , July 9, 2014 /PRNewswire/ -- Cohen & Steers, Inc. (NYSE: CNS) today reported U.S. open-end mutual fund flows and assets under management for the month and six months ended June 30, 2014 as set forth below: Cohen & Steers U.S. Open-End Mutual Fund Assets Under Management Month Ended Six Months Ended June 30, 2014 June 30, 2014 ($ millions) Assets under management, beginning of period $ 15,661 $ 13,425 Inflows 520 2,649 Outflows (366) (2,020) Net inflows 154 629 Market appreciation
Sign-up for Cohen & Steers Announces U.S. Open-End Mutual Fund Flows and Assets Under Management for the Month and Six Months ended June 2014 investment picks
By Juliet Chung and Kirsten Grind BlackRock, AQR Capital among those being examined -Juliet Chung; 415-439-6400; AskNewswires@dowjones.com The Securities and Exchange Commission has launched a broad examination of alternative mutual funds, according to people familiar with the matter, kicking off regulatory scrutiny of one of the hottest and most controversial investment products to be offered to small investors.
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The Leuthold Group and its investment management arm Leuthold Weeden Capital Management announced reductions in maximum net expenses for two mutual funds, Leuthold Select Industries (NASDAQ: LSLTX) and Leuthold Global Industries (NASDAQ: LGIIX, LGINX). Both funds apply Leuthold’s “industry first” approach to equity selections, with Select Industries focused on U.S. stocks and Global Industries focused worldwide.
Sign-up for The Leuthold Group Lowers Expense Ratio Caps for Two Mutual Funds, Leuthold Select Industries and Leuthold Global Industries investment picks
2014/6/30
The mutual fund that helped launch the liquid alternatives product category, IndexIQ’s IQ Alpha Hedge Strategy Fund (IQHIX – Institutional Class; IQHOX – Investor Class), is today celebrating its sixth anniversary, according to the fund’s sponsor, IndexIQ.
Sign-up for Pioneering Liquid Alternative Mutual Fund & First No-Load Hedge Fund Replication Fund (IQHIX / IQHOX) Celebrates Sixth Anniversary investment picks
2014/7/22
Market Research Tool FUNDIQ Covers Five Broad Categories from Portfolio and Sponsor Risk to Advisor, Shareholder and Systemic Risk NEW YORK , July 22, 2014 /PRNewswire/ -- Designed to help maximize risk-adjusted performance, BNY Mellon's Global Collateral Services business today announced the addition of FundIQ®, a third party market research and analytical tool to benchmark performance and areas of risk for institutional prime money market mutual funds.
Sign-up for BNY Mellon Adds In-depth Risk Analysis of Institutional Prime Money Market Mutual Funds investment picks
2014/9/3
Add disclaimer text after last paragraph of release.
Sign-up for ADDING and REPLACING Lazard Asset Management Launches Two Open-End Mutual Funds investment picks
CHICAGO , Aug.
Sign-up for Morningstar Reports U.S. Mutual Fund Asset Flows for July 2014 investment picks

 
Article Quotes for Mutual Fund top ^
2014/02/20
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
Sign-up for A Moderate Mutual Fund Portfolio in 3 Buckets investment picks
2011/03/16
A few basic metrics can guide you.
Sign-up for How Tax-Efficient Is Your Mutual Fund? investment picks
2010/02/15
A few basic metrics can guide you.
Sign-up for How Tax-Efficient Is Your Mutual Fund? investment picks
2010/04/11
Only funds with the right recipe make it to our most exclusive list.
Sign-up for What Makes a Mutual Fund an Analyst Pick? investment picks
2009/10/01
How Morningstar.com's chart tool gives you a fresh perspective.
Sign-up for How Volatile Is Your Mutual Fund? investment picks

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Mutual Fund
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