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Mutual Funds

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  • When Hedge Funds and Mutual Funds Collide

    February 6, 2012

    Hatteras Funds CEO Brian Jacobs predicts there will be an increasing convergence between the mutual fund and hedge fund worlds as more companies seek to offer hedge fund strategies to mass-market investors.

  • Mutual Funds Gain Ground Across the Board

    February 1, 2012

    Inflows increased 68%, from the $6.9 billion mutual funds posted the week before.

  • New Horizons: Target-Date Funds Get Customized

    February 1, 2012

    Custom target date funds are proliferating at the expense of their off-the-shelf counterparts. That’s due to plan sponsors wanting to have greater control over what’s in a fund.

  • 10-Year Outlook for Global Stock Market? Not Bad, Vanguard Says

    January 31, 2012

    The 10-year outlook for the global stock market is likely to be attractive despite elevated market volatility, below-average growth projections and short-term interest rates around 0% in the U.S. That’s according to the latest research from mutual fund manager Vanguard.

  • Bennett Group Debuts Quartet of Funds

    January 31, 2012

    Bennett Group Financial Services launched four mutual funds available through financial professionals, banks, brokerages and insurance companies for their clients. The new additions are the Bennett Conservative Fund; Bennett Moderate Fund; Bennett Growth Fund; and Bennett Aggressive Growth Fund.

  • Tool Signals When Funds Beat Cash—Or Vice Versa

    January 31, 2012

    Investment Guidance Solutions introduced a software tool for mutual fund investing, that gives buy or sell signals based on whether it is better to be invested in a specific fund or in cash.

  • Mutual Fund Assets at a Standstill

    January 31, 2012

    The assets of the nation’s mutual funds were flat in December, gaining $12.3 billion.

  • Fund Using Student Research Gets Five Stars From Morningstar

    January 30, 2012

    Hancock Holding Company announced that the Hancock Horizon Burkenroad Small Cap Fund, that uses investment research produced by university students, has received a five-star overall rating from Morningstar.

  • Direxion Changes Index for Commodity Fund

    January 30, 2012

    Direxion Funds said it is is making modifications to its line of “buy and hold” alternative strategies, effective February 1, 2012.

  • 'Offshore Shams' Abet Mutual Fund Speculation in Commodities: Senator

    January 26, 2012

    The head of the Senate Permanent Subcommittee on Investigations called for an end to private letter rulings from the Internal Revenue Service which have “essentially opened the floodgates” for mutual funds to speculate in commodities from offshore tax havens such as the Cayman Islands.

  • Investors (Again) Lose Faith in U.S. Equity Funds

    January 25, 2012

    According to statistics released today by the Investment Company Institute, investors pulled $484 million from stock funds over the past week, a reversal from the previous week when investors sent $1.42 billion their way.

  • Aston Funds Assets Under Management Crosses $10 Billion Threshold

    January 25, 2012

    Aston Asset Management said that its mutual fund assets under management exceeded $10 billion, as of the close of business on January 19. Aston surpassed the $10 billion mark shortly after celebrating its five-year anniversary.

  • Paychex Unveils Advisor Select 401(k) For Financial Advisors

    January 24, 2012

    Payroll and benefits outsourcing provider Paychex has launched Paychex Advisor Select 401(k), an offering designed for fee-based financial advsors.

  • Facebook Now Firsthand Technology Value Fund’s Largest Social Media Holding

    January 24, 2012

    Firsthand Technology Value Fund said that Facebook is now its largest holding, representing more than 5% of the fund’s net assets. Yelp, another social networking company, is also among the fund's top five holdings.

  • ICI's Johnson: 'We Are In Early Innings of Major Secular Shift'

    January 23, 2012

    Investors are getting fixated on fixed income in the next wave of global investing. Here's a Q&A with Gregory E. Johnson, the new chairman of the Investment Company Institute.