Portfolio

Morningstar has reaffirmed or identified 38 funds as Morningstar Medalists, giving out Gold ratings to 17 funds.

Federated Investors is looking to fold a 2-Star rated fund into a 4-Star rated fund.

Mohamed El-Erian, chief executive officer and co-chief investment officer of Pacific Investment Management Company, is adding another title to his business card.

This holiday season has been a mixed bag for TCW Group.

For the week ending Wednesday, December 26, mutual funds and exchange-traded funds reported net inflows of $3 billion, excluding the inflows of $18.2 billion to money market accounts, according to data from Lipper.

Small businesses may be facing a variety of regulatory changes after January 1.

The Securities and Exchange Commission has issued an Investor Bulletin to help purchasers of municipal bonds better assess the bonds’ credit risks.

Total estimated outflows from long-term mutual funds were $4.49 billion for the week ended Wednesday, December 19, according to data from the Investment Company Institute.

The Investment Company Institute and the U.S. Chamber of Commerce today filed a notice of appeal of a recent ruling by the U.S. District Court for the District of Columbia upholding the Commodity Futures Trading Commission’s rule requiring mutual funds with commodities investments to register with the agency.

Remember the hype surrounding 130/30 funds a few years back? Well, some have gone the way of the dinosaur and some just simply changed their name a la the MainStay 130/30 Core Fund.