Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are



All our 23,130 stories are here...Call 212-331-8995 to add to the pile
Get MFWire Alerts
MFWire Search Results
Results 1 to 100 of 100 results for morningstar. (0.348 seconds)
Goldman Sachs [view profile ]
200 West Street   37FL  New York  NY  10282  ph: 212-357-1675 

http://www.goldmansachs.com/gsam/advisors/products/mutual-funds/index.html  -  SEC Filings
Fund Profiles
News Stories Archives - Since 1998
Overlooked Five-Star Funds Gain a Voice
Heads up, boutiques. A focused investing publication is highlighting small but well-rated mutual funds...
MutualFundWire.com - Thursday, March 23, 2017
The Richest Fundsters, 2017 Edition
Forbes updates its list of the world's billionaires. At least 10 U.S. fundsters, and several fundster-adjacent folks, make the cut...
MutualFundWire.com - Tuesday, March 21, 2017
A Maryland Shop Shoots For Distro Expansion
After three years of revamping his products, this mutual fund and ETF entrepreneur is looking to add wholesalers. And he has more funds in the hopper, too...
MutualFundWire.com - Monday, March 20, 2017
M* Is Doing What?
The rating agency's move to launch its own funds gets mixed reviews...
MutualFundWire.com - Monday, March 20, 2017
13 Fund Firms Had a $1B February
M* released its latest monthly mutual fund flows report...
MutualFundWire.com - Friday, March 17, 2017
No More Pru? It's PGIM!
Prudential Investments will rebrand at the beginning of next month...
MutualFundWire.com - Wednesday, March 15, 2017 Views
Look Out for This Model Portfolio Program Reaching 19,000 Advisors
This risk alignment tool is turning itself into a distribution platform for third-party strategists and asset managers...
MutualFundWire.com - Wednesday, March 01, 2017
Top Low-Cost Educational Resources for Fund Marketers
A veteran asset management industry ally gathers a list of publications, trade groups, and more...
MutualFundWire.com - Tuesday, February 28, 2017 - Reader Rating: 5
TIAA and Passive Players Won January
M* releases estimated mutual fund flows data for last month...
MutualFundWire.com - Tuesday, February 21, 2017
A Niche TAMP Seeks International ETFs
A factor investing-focused model portfolio shop looks to add new funds to its platform...
MutualFundWire.com - Wednesday, February 08, 2017 - Reader Rating: 5
Ops Fundsters Gather in Florida
NICSA is holding its annual SLF outside Miami...
MutualFundWire.com - Monday, January 30, 2017
Dodge & Cox, Fido, Harris, and T. Rowe Win Big
M* reveals the winners of its four manager of the year awards for 2016...
MutualFundWire.com - Wednesday, January 25, 2017
Even the WSJ Prefers Index Funds
Active management's PR problem is pervasive...
MutualFundWire.com - Wednesday, January 25, 2017
Will ETF Shops Pay $50K or More For Wirehouse Data and Access?
One of the big three wirehouses is reportedly charging $50,000 or more per ETF shop for access to its horde of FAs...
MutualFundWire.com - Tuesday, January 24, 2017
Vanguard, BlackRock, and SSgA Won 2016
17 of the 46 biggest mutual fund shops brought in net inflows last year...
MutualFundWire.com - Thursday, January 19, 2017
71 Percent of Big Fund Firms Suffered in December
Only 13 of the 46 biggest mutual fund shops saw net inflows for the last month of 2016. The winners were the big indexers...
MutualFundWire.com - Thursday, January 19, 2017
And the 2016 Fund Manager of the Year Nominees Are...
Morningstar has released the 2016 U.S. Fund Manager of the Year awards nominees...
MutualFundWire.com - Thursday, January 12, 2017 Views
Follow the Fundsters - January 11, 2017
Hirings, firings and the like!..
MutualFundWire.com - Wednesday, January 11, 2017
Prepare to Cross a Lot of Mutual Fund Ts
A new kind of share class is coming, in a big way. John Rekenthaler breaks it down for you...
MutualFundWire.com - Friday, January 06, 2017 Views - Reader Rating: 5
State Street Beat Out Vanguard in November
State Street tops Morningstar's November flows report...
MutualFundWire.com - Tuesday, December 27, 2016
How Do You Compete In the Age of Vanguard?
John Rekenthaler highlights three ideas for mutual fund firms looking to stand out from the pack...
MutualFundWire.com - Tuesday, December 27, 2016 - Reader Rating: 1
Net Fund Creation Is Almost Zero For 2016
It looks like fundsters are no longer creating more mutual funds than they destroy, except .....
MutualFundWire.com - Friday, December 23, 2016
How Do You Get Joe Mansueto to Invest In Your Startup?
BusinessInsider digs into the story of Morningstar's latest acquisition...
MutualFundWire.com - Wednesday, December 21, 2016
Where Are the Female Fundsters?
A recent report shows that women make up only 10 percent of U.S. fund managers...
MutualFundWire.com - Tuesday, December 20, 2016
Morgan Stanley Plans End-of-Year Fund Cuts
The wirehouse plans to make cuts to its fund offerings by January 1...
MutualFundWire.com - Friday, December 16, 2016 Views
A Value PM Legend Retires
FPA confirms the retirement of Bob Rodriguez...
MutualFundWire.com - Thursday, December 15, 2016 Views
Mutual Fund Milestones - December 8, 2016
A round-up of the mutual fund industry's latest accomplishments!..
MutualFundWire.com - Thursday, December 08, 2016
SEC Smites Pimco For $20MM Over BOND
The regulatory agency is Grossed out by what it describes as NAV screw-ups on the part of the fixed income giant...
MutualFundWire.com - Friday, December 02, 2016
PMs Ponder President Trump
More fundsters weigh in on the outcome of the 2016 U.S. presidential election...
MutualFundWire.com - Wednesday, November 09, 2016
People on the Move - November 7, 2016
Hirings, firings and the like!..
MutualFundWire.com - Monday, November 07, 2016
A Lone Star RIA Shutters Its Mutual Fund
The large growth fund will liquidate at the end of the week...
MutualFundWire.com - Wednesday, November 02, 2016
Eye for Earnings - October 24, 2016
The latest earnings releases are here!..
MutualFundWire.com - Monday, October 24, 2016
Faust Makes a $12.3B SRI Acquisition
Updated | Boston-based Eaton Vance is buying an insurer's mutual fund shop...
MutualFundWire.com - Friday, October 21, 2016 Views
The New Fund Fuss - October 20, 2016
A listing all of the funds making their grand debut! ..
MutualFundWire.com - Thursday, October 20, 2016
MFEA STARs Gather in Chitown as MMIers Gather in Beantown
The fundster marketing trade group is hosting a conference and its annual awards dinner today, while the managed accounts trade group is hosting its fall conference in Boston...
MutualFundWire.com - Tuesday, October 18, 2016
WSJ Applauds a One-Star Deep Value Fund
A Virginia shop's flagship mutual fund may not have a hot rating, but it came out on top of the paper's latest Winners' Circle survey of actively managed stock mutual funds...
MutualFundWire.com - Wednesday, October 12, 2016 Views
Clark and Vanguard Lead the ETF Strategist Pack
M* releases its Q2 2016 report on 151 firms running 787 strategies out of ETFs...
MutualFundWire.com - Tuesday, October 11, 2016 Views
The New Fund Fuss - October 10, 2016
A listing all of the funds making their grand debut!..
MutualFundWire.com - Monday, October 10, 2016
Last Month a Four-Star Low Vol Fund Shut Down
A 28-year-old mutual fund shop liquidated its younger fund in September...
MutualFundWire.com - Monday, October 10, 2016
In SoCal, a Liquid Alts Vet Adopts His Way Back Into the Mutual Fund Biz
A startup takes over a five-year-old, five-star fund. Watch for them to do more deals...
MutualFundWire.com - Friday, October 07, 2016 Views
Bathon Gathers Fundsters For His Third FUSE Forum
The industry consulting shop's third annual client conference takes place today in Beantown...
MutualFundWire.com - Thursday, October 06, 2016 - Reader Rating: 5
A $17B Subadvised Fund Family Will Liquidate This Month
A retirement plan recordkeeper is preparing to shut down its proprietary mutual fund business...
MutualFundWire.com - Monday, October 03, 2016 Views
A Nine-Year-Old Shop Shutters Its Mutual Fund
The fund came to market eight years ago...
MutualFundWire.com - Monday, September 26, 2016 Views
Equity Shop Acquisitions On the Brain
A West Coast mutual fund shop's chief just closed his eighth deal, and he's still on the hunt...
MutualFundWire.com - Friday, September 23, 2016
Needles Makes American Beacon's 2nd Deal Ever
Updated | Just two months after buying into an ETF shop, the subadvised mutual fund shop unveils a deal to buy a quant shop...
MutualFundWire.com - Monday, September 19, 2016
Big ETF Shops and Lord Abbett Shined in August
Last month both active outflows and passive inflows slowed but didn't stop. And of course you know who is still on top, for 11 months and counting...
MutualFundWire.com - Friday, September 16, 2016 Views
M* Brings MFs and ETFs Under One Big Ratings Tent
No longer will the mutual fund ratings giant treat ETFs as apples and traditional open-end mutual funds as oranges...
MutualFundWire.com - Friday, September 09, 2016
Who Will Lead Intermediary Distro For This $406B Asset Manager?
Word is that this asset manager's global head of intermediary distribution is going to hire a chief for a newly created role this side of the pond...
MutualFundWire.com - Thursday, September 08, 2016 Views
People on the Move - September 7, 2016
Hirings, Firings, and the like!..
MutualFundWire.com - Wednesday, September 07, 2016
Mansueto Passes the Torch
Updated | The M* founder names a new CEO but stays on as executive chairman...
MutualFundWire.com - Tuesday, September 06, 2016 Views
Is This Midwestern Mutual Fund Shop Stepping Back?
This month the fund firm will liquidate its first mutual fund, after shuttering four others in August...
MutualFundWire.com - Tuesday, September 06, 2016
A Midwestern Mutual Fund Entrepreneur Dies at 85
His son has taken his place leading the 49-year-old firm...
MutualFundWire.com - Tuesday, August 30, 2016 Views
Can Pershing and Lockwood Kickstart FAs' Offerings For Smaller Investors?
With the DoL's fiduciary reg looming, the clearing and custody giant's affiliate unveils new ETF-based portfolios that B-Ds' and RIAs' advisors can use for balances as small as $10,000...
MutualFundWire.com - Tuesday, August 30, 2016
Four Firms Dominated July Inflows
Vanguard was not the only big winner last month, per M*'s latest monthly flows estimate...
MutualFundWire.com - Monday, August 15, 2016 Views
A 16-Year Natixis-Affiliated PM Dies
The real-estate-investing veteran had PMed a mutual fund for the past decade...
MutualFundWire.com - Friday, August 12, 2016 Views
Bill Miller and Legg Mason Part Ways
Updated | The famed value investor is buying the publicly-traded asset manager's stake in his boutique...
MutualFundWire.com - Thursday, August 11, 2016 Views
After 29 Years and $222MM, a Midwestern Mutual Fund Shop Exits
This RIA will liquidate its four mutual funds by the end of Q1 2017...
MutualFundWire.com - Tuesday, August 09, 2016 Views
The Billion-Dollar Share Class
Yes, you read that right. A mutual fund shop has created a share class with ten-figure minimum investment...
MutualFundWire.com - Tuesday, August 09, 2016
Four of This Family's Five Funds Are Being Scuttled
The four shuttering funds launched in late 2013...
MutualFundWire.com - Wednesday, August 03, 2016 Views
Where Is the ETF Industry Headed?
Barron's, ETF.com and the FT dig into big changes in the exchange-traded fund business...
MutualFundWire.com - Tuesday, August 02, 2016
Is BlackRock Moving?
Larry Fink's team is reportedly looking at three locations for possibly moving their HQ...
MutualFundWire.com - Friday, July 29, 2016 Views
A Chitown Shop Steps Into a Gotham Fund Firm's Shoes
Three mutual funds are moving and changing names, and one of those funds is changing PMs, too...
MutualFundWire.com - Wednesday, July 27, 2016 Views - Reader Rating: 5
People on the Move -- July 27, 2016
The latest major hires and promotions in the industry!..
MutualFundWire.com - Wednesday, July 27, 2016
MFWire Introduces...Eye for Earnings!
Discover the latest company-announced earnings in the industry!..
MutualFundWire.com - Tuesday, July 26, 2016
A $75B Canadian Asset Manager Buys a Fifth U.S. Shop
The firm being acquired is an alternative asset manager that also powers a mutual fund...
MutualFundWire.com - Monday, July 25, 2016 Views
A $3B NYC RIA With a Fund Arm Sells
A 174-year-old bank in New England buys a $3B Gotham quant shop...
MutualFundWire.com - Thursday, July 21, 2016 Views
Pondering Columbia Threadneedle's Multiboutique Feel
M* digs into the culture of Ameriprise's asset management arm...
MutualFundWire.com - Wednesday, July 20, 2016
Only One Category of Active Funds Won In June
M* releases its monthly fund flows data for June 2016...
MutualFundWire.com - Tuesday, July 19, 2016 Views
Mansueto Prefers Commitment to Committees
Inc. sits down for a chat with the M* founder and CEO...
MutualFundWire.com - Friday, July 15, 2016
Fundsters Embrace Meta Smart Beta
Barron's highlights the rise of the next generation of strategic beta ETFs...
MutualFundWire.com - Tuesday, July 12, 2016
This Private Equity Shop Is Still Looking For the Perfect Match For Mutual Fund Distro
A Connecticut-based firm is gearing up to hit its three-year track records on its two mutual funds...
MutualFundWire.com - Thursday, June 23, 2016 Views
Does Invesco Check All the Right Boxes?
A Jefferies analyst smiles on the publicly-traded asset manager...
MutualFundWire.com - Tuesday, June 21, 2016
A Top Voice For M* Moves On
Morningstar's head of corporate communications left last month to join an agency. Meanwhile, one of the two partners at that agency is returning to reporting on the business...
MutualFundWire.com - Friday, June 17, 2016 Views - Reader Rating: 5
Three Fund Firms Brought In More than $2B Each In May
Morningstar releases its monthly mutual fund flows report for May 2016...
MutualFundWire.com - Friday, June 17, 2016 Views
GMO and Pimco Slim Down
The two asset managers are reportedly cutting more than 60 jobs each...
MutualFundWire.com - Friday, June 17, 2016 Views
M* Investment Conference 2016 In Pictures
About 2,000 fundsters, FAs, and others gathered in Chitown this week for the conference. Here's a a glimpse...
MutualFundWire.com - Thursday, June 16, 2016 Views - Reader Rating: 3
Roboadvisors Gather in the Big Apple
The second annual In|Vest conference kicks off today in New York City...
MutualFundWire.com - Thursday, June 16, 2016 Views
McNabb Predicts a Fee Crunch ... For FAs
The chief of the world's largest mutual fund shop predicts that the low-cost push in asset management is going to hit advisors next. ..
MutualFundWire.com - Wednesday, June 15, 2016
Arnott vs Asness
The Research Affiliates and AQR chiefs debate onstage at M* 2016...
MutualFundWire.com - Wednesday, June 15, 2016 Views - Reader Rating: 1
Don Phillips Bemoans the Active-Passive Civil War
M*'s original mutual fund analyst talks on a panel at the 2016 Morningstar Investment Conference...
MutualFundWire.com - Tuesday, June 14, 2016
Hasenstab Hunts EM Investments With a Rifle, Not a Shotgun
The star Franklin Templeton PM gives the opening keynote speech at the 2016 M* Investment Conference in Chitown...
MutualFundWire.com - Tuesday, June 14, 2016
A PM Steps Down From a 30-Year-Old Eagle Fund
Three other PMs remain on the three-star, $558MM mutual fund...
MutualFundWire.com - Monday, June 13, 2016
A Hancock Global Fund PM Leaves a Subadvisor
The other PM will continue to run the $55MM mutual fund...
MutualFundWire.com - Friday, June 10, 2016
M* 2016 Preview
Updated | About 2,000 people, including fundsters and FAs, will converge on Chitown next week...
MutualFundWire.com - Friday, June 10, 2016
Pimco's Muni Bond Co-Chief Retires
The new municipal bond portfolio management team chief first rose to co-chief in January...
MutualFundWire.com - Wednesday, June 08, 2016
Did This Subadvisor Just Get Ghosted?
An ETF shop switches subadvisors for a five-star, active fund. Watch for the dropped subadvisor to launch a new ETF...
MutualFundWire.com - Tuesday, June 07, 2016 Views
Russell Prepares to Shutter a $451MM Fund
This summer the manager of managers will liquidate a four-year-old mutual fund...
MutualFundWire.com - Thursday, June 02, 2016 Views
Dasher Transforms Schroders' U.S. Distro With a Key Partnership
The publicly-traded British multinational's North American arm is teaming up with a subadvised mutual fund shop...
MutualFundWire.com - Thursday, June 02, 2016 Views
A Consultant Lands Federated In Hot Water
The Keystone State mutual fund shop will pay a $1.5MM fine to settle SEC charges...
MutualFundWire.com - Thursday, June 02, 2016 Views
Touchstone Adopts an Empire State Fund Family
Steve Graziano and his team take over a pair of funds and merge in a third, while keeping the shop on as subadvisor...
MutualFundWire.com - Tuesday, May 31, 2016
After 40 Years, a Nuveen Veteran Retires
The PM supports more than $11 billion in AUM across 16 portfolios, including two open-end mutual funds...
MutualFundWire.com - Tuesday, May 31, 2016 Views
Bill Gross' Successor Adds Another Hat
Dan Ivascyn joins the PM team for a $2.3-billion mutual fund ahead of a retirement...
MutualFundWire.com - Tuesday, May 31, 2016
Herrmann Retires and a CIO Takes Over Waddell
This summer, after 11 years on top, the Waddell & Reed chief will pass the reins to a new CEO...
MutualFundWire.com - Tuesday, May 24, 2016 - Reader Rating: 5
Seven Months and Counting: Vanguard Is Still On Top
M* releases mutual fund flows estimates for April 2016...
MutualFundWire.com - Monday, May 16, 2016 Views
A First Eagle Vet Spreads His Entrepreneurial Wings
A new global value investing shop launches its first pair of mutual funds...
MutualFundWire.com - Thursday, May 12, 2016 Views
Putnam Voyager's 47-Year Journey Ends
Bob Reynolds and his team plan to merge Putnam's flagship mutual fund into another, substantially smaller and younger fund...
MutualFundWire.com - Friday, May 06, 2016 Views
RCF Partially Reopens Sequoia
You can now buy the mutual fund's shares directly ... but not through FAs...
MutualFundWire.com - Tuesday, May 03, 2016
Hennessy Buys a $640MM Pair of Funds
The deal, pending regulatory, board, and shareholder approval, is slated to close in Q3 and could push the mutual fund shop to more than $7 billion in AUM...
MutualFundWire.com - Monday, May 02, 2016 Views - Reader Rating: 1
An $870MM Eaton Vance Team's Leader Retires
Updated | An equity PM is leaving the Beantown mutual fund shop after a decade...
MutualFundWire.com - Monday, May 02, 2016 Views
If They Are Cheap, They Can Prosper
Rekenthaler takes a deep dive into M*'s annual report on mutual fund expenses, concluding that Vanguard isn't the only one to credit (or blame) for falling fees...
MutualFundWire.com - Monday, May 02, 2016
 News Archives
2017: Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly




©All rights reserved to InvestmentWires, Inc. 1997-2017
40 Wall Street | 28th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use