Mutual funds

Articles and Videos on Mutual Funds

  1. ICI: 401(k) mutual fund fees continue to drop

    trueAverage fees for equity mutual funds held in 401(k) accounts fell to 58 basis points last year, down five points from 2012, said a report by the Investment Company Institute published Monday.

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  1. Vanguard vaults past Fidelity in total DC assets

    trueVanguard jumped past Fidelity to become the largest manager of U.S. defined contribution assets, a post Fidelity had held since 1998, Pensions & Investments' annual survey of money managers shows.

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  2. CIBC taps 3 subadvisers for 5 funds

    trueCIBC Asset Management hired American Century Investment Management, Amundi Canada, and Pzena Investment Management as subadvisers to five mutual funds.

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  3. DeAWM hires 4 subadvisers for new long/short mutual fund

    trueDeutsche Asset & Wealth Management hired Atlantic Investment Management, Chilton Investment Co., Lazard Asset Management and Omega Advisors as subadvisers of its DWS Strategic Equity Long/Short Fund.

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  4. ICI: Average equity mutual fund fees drop in 2013

    trueEquity mutual fund expenses continued falling, reaching an average 74 basis points in 2013, down three basis points from 2012, according to a report by the Investment Company Institute.

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  5. One manager's decision to convert a CIT into a mutual fund

    trueIn June 2008, SKBA Capital Management LLC launched a daily valued collective investment trust in its flagship ValuePlus equity strategy, which focuses on dividend-paying companies. The initial capital for the fund came from employee contributions.

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  6. BlackRock taps 8 to subadvise alternatives mutual fund

    trueEight subadvisers have been hired to manage the yet-to-be launched BlackRock Multi-Manager Alternatives Fund, according to a filing with the SEC.

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  7. Retail investors behind firms' growth

    trueMoney managers are seeing increased inflows in multiasset and alternative investment strategies from non-institutional clients, which some believe could be the beginning of a permanent shift.

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  8. Alternative mutual funds to get SEC test for leverage, liquidity

    trueAlternative mutual funds will be examined by the Securities and Exchange Commission to assess whether managers are complying with leverage and liquidity rules.

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  9. After big TIAA-CREF-Nuveen deal, boom predicted in manager mergers

    trueIn the wake of TIAA-CREF's purchase of Nuveen Investments Inc., industry watchers say there is more to come.

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  10. SEC commissioners decry systemic designation for asset managers

    trueTwo Securities and Exchange Commission members this week backed the fund industry's stance that asset management companies shouldn't be deemed too big to fail, and they also complained that they are being shut out of deliberations by federal regulators that could lead to tougher regulation on the ...

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  11. Vanguard beats BlackRock, taking in most money in Q1

    trueThe Vanguard Group Inc., the third-biggest provider of exchange-traded funds, has gained ground on larger competitors so far this year after gathering more than seven times as much money into its ETFs than the rest of the U.S. industry combined.

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  12. Hedge fund managers shy away from mutual funds

    trueHuge growth in alternative investment mutual funds is fueling a big market for subadvisory hires for hedge fund managers.

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  13. PIMCO dropped as subadviser of MBS fund in favor of TCW Group

    truePIMCO lost a subadvisory relationship as manager of a $1.3 billion mortgage-backed securities fund after the sponsor, Columbia Management, opted to replace the firm with TCW Group.

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