Mutual funds

U.S. bond fund investors have been more reliant on government bonds and corporates than their European counterparts but that will change if rates stay low.

JonesTrading Institutional JonesTrading to Acquire Conifer SecuritiesServices said it signed a letter of intent to acquire Conifer Securities from the Conifer Group.

As sales of ETFs boom, the SEC’s Office of Investor Education and Advocacy has released an investor bulletin on the investment vehicle.

Equity fund investors appear to be exiting from mutual funds and investing in ETFs instead. Fixed income funds are a different story.

On August 30, the Department of Labor's Employee Benefits Security Administration participant fee disclosure rule, dubbed ERISA 404(a)(5), will go into effect.

First Trust Advisors has rolled out the First Trust NASDAQ Technology Dividend Index Fund and the Multi-Asset Diversified Income Index Fund.

On August 10, 2012, U.S. debt yields put you asleep. But you better be on your toes, with the adventure involved in emerging market bonds.

The Value Line Asset Allocation Fund has been added to the Schwab Mutual Fund OneSource Select List. It's one of seven asset allocation funds among the 23 third-party funds selected for the "additional fund categories" section of the OneSource Select List.

Bond fund sales grew at a record pace during the first half of 2012, according to Strategic Insight. Equity funds recorded net redemptions in aggregate.

Money-market fund companies obtained permission to support 155 of their funds during the financial turmoil of 2007 and 2008, and six more funds got the same go- ahead since the crisis, according to a list provided to Congress by the U.S. Securities and Exchange Commission.

The Value Line Asset Allocation Fund has been added to the Schwab Mutual Fund OneSource Select List. The fund is ranked in Lipper's top 12% for the 10-year period.

Setting up a mutual fund in China or India may be appealing to U.S. fund companies because of the growing affluence and high savings rates in those countries. But it is a long and multi-faceted process.

The last decade has been rough for the mutual fund industry. This means boards of directors must have the tools for overseeing compliance and take on the oversight.

Morningstar has unveiled a medal count for the 106 funds covered under its new Morningstar Analyst Ratings, with five funds garnering Gold; 22 earning Silver, and 39 netting Bronze. Rounding out the rankings, 38 funds receiving Neutral ratings and two received negative.

On August 13, 2012, Executive Briefings.

On August 13, 2012, The last decade has been rough for the mutual fund industry. This means boards of directors must have the tools for overseeing compliance and take on the oversight.

On August 10, 2012, On August 30, the Department of Labor's Employee Benefits Security Administration participant fee disclosure rule, dubbed ERISA 404(a)(5), will go into effect.

On August 10, 2012, Equity mutual funds and exchange-traded funds reported net redemptions of $4.1 billion, continuing their roller coaster ride over the past eight weeks, according to data provided by Lipper analyst Matthew Lemieux.

On August 10, 2012, Custom target-date strategies will hold 22% of 401(k) target-date assets by 2016, or $218 billion, according to research from Cerulli Associates. That will be a nearly four-fold increase from the 2011 asset level of $46.4 billion.

On August 10, 2012, The Securities and Exchange Commission Friday charged a Florida-based investment manager and his firm for failing to provide SEC examiners with records of a mutual fund advisory business that invested in NASCAR-related stocks.