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34 stories matched your search criteria. To read the complete story you must be an active member of the MutualFundWire.com. For information on becoming a member contact our sales department at 212-331-8995 x101.
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Whom Will 12b-1 Reform Hit the Hardest?
Tuesday, August 31, 2010
Reader Rating: 4
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A trade pub ponders mutual fund firms that have lots of assets in share classes that would be impacted by the SEC's proposals.
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Vanguard Steals Advisors' Hearts
Tuesday, August 31, 2010
Reader Rating: 4
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Vanguard now commands the most advisor loyalty among ETF providers, bumping iShares from the top spot.
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Loomis Sayles Taps Talent from Wellington
Wednesday, September 01, 2010
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The Natixis subsidiary turns to a Wellington alum for a newly created post.
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Guggenheim Tried to Take Over the Value Line Funds
Thursday, September 02, 2010
Reader Rating: 5
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A subsidiary of the firm that now controls Claymore and Rydex | SGI offered to adopt the beleaguered asset manager's dozen mutual funds.
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Morningstar Lights Up USAToday.com
Wednesday, September 01, 2010
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The firm's star ratings now pop up on USA Today's online home.
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Russell Buzz Goes Local
Tuesday, August 31, 2010
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A reporter for a local publication follows up on the sale chatter.
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Performance-Based Fees Bite a Texas Fund Firm
Friday, September 03, 2010
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The firm finds itself in a highly unusual situation.
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Scout Buys a Fixed-Income Specialist
Thursday, September 02, 2010
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The UMB subisidary plugs its fixed-income gap with an acquisition.
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A New Jersey Firm Wants to Be Next in the ETF Line
Thursday, September 02, 2010
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The firm on Wednesday filed papers with the SEC to be able to offer ETFs.
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WSJ Highlights a $26B Closed-End Conundrum
Wednesday, September 01, 2010
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The paper reports that there is still a surprising amount of auction paper held by closed-end funds.
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Janus Plans to Unveil New Global Offerings
Wednesday, September 01, 2010
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The Colorado-based mutual fund firm reportedly plans to launch a series of new mutual funds outside of its traditional growth equity comfort zone.
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130/30 Funds Caught Short
Thursday, September 02, 2010
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The once fadish category of funds has fallen short of expectations.
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The WSJ Tours Real Estate Funds
Thursday, September 02, 2010
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Pimco, T. Rowe, JP Morgan and Third Avenue win shout outs from the paper.
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Performance Trust Jumps into the Mutual Fund Biz
Wednesday, September 01, 2010
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The Chicago firm on Wednesday entered the '40 Act arena with the launch of its total return bond fund.
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Schwab Buys into the Portfolios-of-ETFs Biz
Tuesday, August 31, 2010
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The brokerage giant does a deal in the Northeast.
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Some Flexible Funds are Leaning South
Tuesday, August 31, 2010
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In his Fund Spy piece yesterday, Russ Kinnel notes that some funds with more aggressive allocation strategies have suffered due to the Greek financial crisis.
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An IndexIQ ETF Catches the WSJ's Eye
Tuesday, August 31, 2010
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Today's WSJ Fund Track features an ETF from Adam Patti & co.
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Greenblatt Creates Mutual Funds Using His Magic Formula
Friday, September 03, 2010
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The hedge fund manager who authored the bestseller The Little Book That Beats the Market is preparing to launch six mutual funds.
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Quant Funds Lag Those with a Human Touch
Thursday, September 02, 2010
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Natixis, WestPeak, Intech, Icon and Bridgeway all get mentions. But AXA Rosenberg's issues are addressed again.
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Pimco's Local Currency Fund Pulls in Assets
Thursday, September 02, 2010
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A seemingly obscure category of funds is taking in a surprising amount of AUM.
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UMB Fund Services Trumpets its Client Wins
Wednesday, September 01, 2010
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Executives at the Milwaukee-based fund servicer adds new clients and staff.
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American Beacon Unveils a Small-Cap Fund
Wednesday, September 01, 2010
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The new offering is sub-advised by Evercore Asset Management.
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Viking to Shutter its Large-Cap Fund
Tuesday, August 31, 2010
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The fund is expected to close in November.
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Wechsler Moves to a New Home
Wednesday, September 01, 2010
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The New York City-based marketing specialist moves six blocks.
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Money Market Fund Assets Take a Dive
Friday, September 03, 2010
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Institutional and retail money market mutual fund assets plunge.
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Northern Trust Taps Fahey for a Product Post
Thursday, September 02, 2010
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Northern Trust turned to the State Street alum to fill a new post.
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Claymore Loads Up 9 ETFs and Targets 9 Liquidation Dates
Friday, September 03, 2010
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The Guggenheim Partners subsidiary prepares a new series of offerings that will invest in high-yield corporate bonds.
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Hansberger Pulls the Plug on its International Core Fund
Thursday, September 02, 2010
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The Florida-based firm liquidated the fund this week.
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FBR Drops Pegasus from its Fund Monikers
Friday, September 03, 2010
Reader Rating: 5
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The name change took effect last week.
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An Ex-SEC Commissioner Joins Gratio's Advisory Board
Thursday, September 02, 2010
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The former SEC commissioner takes a spot on the advisory board as the firm is prepares to release a new product this fall.
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A Phocas Fund Finds a New Home
Friday, September 03, 2010
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The fund will become part of Frontegra if shareholders give their blessing.
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Another Suitor Approaches Value Line Funds
Friday, September 03, 2010
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An attorney for Value Line Funds' acting chairman and CEO, however, says Value Line hasn't received the offer.
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Bond Funds Continue to Charm Investors
Thursday, September 02, 2010
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Bond funds continue to attract assets while stock funds bleed.
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iShares Preps an International Inflation-Linked Bond ETF
Friday, September 03, 2010
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The BlackRock unit is preparing to add a bond ETF to its product roster.
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