Investment funds

With close to $2.16 billion of assets, the fixed-income fund can be managed in a nimble style — increasing and decreasing positions without moving the market to its detriment.

Jensen Portfolio tops the list of domestic, large-cap funds

NEW YORK- Growth in emerging markets has the potential to outpace the U.S. Baby Boomer explosion by 25 times, and as consumption and infrastructure in these nations builds, specialized emerging market exchange-traded funds will become increasingly viable, said Robert Lutts, president and chief investment officer of Cabot Money Management. That even means sector- and style-specific ETFs, Lutts said, as well as diversified emerging markets blend funds, added Paul Weisbruch, vice president of ETF and options sales and trading at Street One Financial.

Strategic Insight, FUSE Research

The combined assets of the nation’s mutual funds increased by $486.2 billion, or 4.5%, to $11.267 trillion in September, as investors continued to add to long-term bond funds and pull money out of stock and money market funds, the Investment Company Institute said Thursday.

Investors pull a net $11.6 billion from stock funds during the month, but assets still rose 9.3% thanks to market appreciation.

If your clients’ eyes glaze over at the mere mention of money markets, remind them of the dark days when these safe investments were suddenly risky.

The funds invest in TIPS and shorter-duration bonds.

Equity fund pull in more than twice as much as the previous week.

USAA has launched two funds that address inflation and interest rate concerns.

The new European Union hedge fund passport rule the European Parliament is soon to vote on, will permit all hedge funds, including those in the U.S., to operate throughout all of Europe’s 27 nations—but it would also subject them to the strict compensation rules.

The new EU hedge fund passport rule the European Parliament is soon to vote on, will permit all hedge funds, including those in the U.S., to operate throughout all of Europe’s 27 nations—but it would also subject them to the strict compensation rules.

CMG Capital Management Group has selected American Independence Financial Services to managed the tactical fixed income portion of its absolute return managed accounts and Absolute Return Mutual Fund.

NEW YORK—Growth in emerging markets has the potential to outpace the U.S. Baby Boomer explosion by 25 times, and as consumption and infrastructure in these nations builds, specialized emerging market exchange-traded funds will become increasingly viable, said Robert Lutts, president and chief investment officer of Cabot Money Management.

The Hartford’s Canadian fund business is comprised of 18 mutual funds. The deal is expected to close in December.

Outflows among tax-exempt money market funds rose to $2.31 billion in the week ending Oct. 18, causing total net assets to recede to $327.99 billion, according to the Money Fund Report, a service of iMoneyNet.com.

Expert investors and analysts have been saying it for years: economies in the emerging markets have become so sophisticated that the so-called frontier markets are becoming the place to find richer yields.

ETF Securities has launched the ETFS Precious Metals Basket, an exchange-traded fund that holds fixed physical weights of gold, silver, platinum and palladium.

Investors with at least $100,000 to invest are sorely in need of guidance on fixed income risk, asset allocation and retirement readiness, MFS Investment Management found in a survey of 613 investors.

Aviva Investors has launched the Aviva Investors Core Aggregate Fixed Income and the Aviva Investors High Yield Bond funds.