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Nearly $500 million added in week ended Dec. 1, partially reversing the $1.85 billion that walked out the door the previous week.
December 9 -
Deutsche Banks fund arm goes the extra mile to promote its funds, a Corporate Insight study finds.
December 8 -
EDGAR Online said Tuesday it struck agreements that will let it create risk-return summaries in the eXtensible Business Reporting Language for as many as 2,000 out of the roughly 8,000 mutual funds that must meet a new federal requirement for interactive financial filings.
December 8 -
American Funds insists they were years in the making. Others see them as a tactic to stem outflows.
December 2 -
Some mutual fund industry analysts are questioning the timing of three new bond funds from American Funds, the Los Angeles Times reports.
December 1 -
The wealth management center features commentary on a variety of financial planning subjects, including information on taxes, planning for retirement and other wealth-related strategies, and a range of investment and wealth management information, planning ideas and tools.
November 30 -
Sponsors would have to disclose a funds asset allocation and how that changes over time.
November 30 -
Reductions of 18% to 54% bring total expense caps to 40 basis points to 1.10%.
November 30 -
John C. Bogle is a titan of the mutual fund industry, identified most closely with steadfastly promoting the investing principles of slow and steady growth and truthful financial reporting.
November 29 -
John C. Bogle, founder and former chairman and CEO of Vanguard, has received many awards in his lifetime. In 1999, Fortune designated him one of the investment industry's four "Giants of the 20th Century." Princeton University honored Bogle with the Woodrow Wilson Award for "distinguished achievement in the nation's service." In 2004, Time named Bogle one of the world's 100 most powerful and influential people.
November 29 -
1774-Adriaan van Ketwih creates investment trust for investors limited capital in Netherlands called Eendragt Maakt Magt ("unity creates strength.")
November 29 -
Investigation might redefine insider trading.
November 29 -
Cutler Capital Management has launched the Cutler Absolute Return Fund, which aims to provide institutional investors with positive returns, regardless of the market direction.
November 24 -
As it readies for a massive pruning of its mutual fund family, Columbia Management Investment Advisers is promising a stronger, more affordable lineup.
November 24 -
Absolute-return funds may only comprise $140 billion, a scant 1.2% of the $11.26 trillion in mutual funds, but that will grow to 10% to 15% over the next decade, predicts Putnam Investments President and Chief Executive Officer Robert Reynolds.
November 22 -
Skittish investors withdrew a stunning $3.107 billion from municipal bond mutual funds in the week ending Nov. 17 the single worst week of outflows and the largest departure of cash in 10 years, according to weekly fund flow data from Lipper FMI.
November 22 -
Many active fund managers get paid to predict where the market is headedand to get there a step or two ahead of their rivals.But the management of Allianz Global Investors Global Investment Solutions Conservative Allocation mutual fund has shunned that approach, and in doing so achieved remarkable success.
November 19 -
Despite the growing argument that buy-and-hold investing and diversification no longer make sense, Burton Malkiel, Princeton economics professor and author of “A Random Walk Down Wall Street,” writes in a Wall Street Journal op-ed Thursday that is absolutely not true.
November 18 -
Mark Notkin, portfolio manager of the $12.8 billion Fidelity Capital & Income Fund, the best-performing high-yield fund in the past five years, says the rally in junk bonds is over. His fund has delivered an average of 9.9% a year and is up 14% this year.
November 18 -
The SEC will vote on raising the threshold for registration from $25 million to $100 million.
November 16


