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Mutual Funds
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Stock Funds Lose Momentum to Bonds Again
February 22, 2012Investors continued to steer money into stock mutual funds in February, though with much less enthusiasm. According to statistics released today by the Investment Company Institute, investors placed an estimated $1.04 billion into equity funds during the week ended Wednesday, Feb. 15, less than half the $3.64 billion they poured into the funds a week earlier.
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Fidelity Parent Raising $250M
February 22, 2012FMR LLC, the parent of Boston-based Fidelity Investments, is looking to raise $250 million through a debt offering, according to a Securities and Exchange Commission filing. But how the company plans to use the capital is anybody’s guess at this point.
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Model Forecasts Funds' Next Moves
February 21, 2012Thomson Reuters has introduced a model that can determine which stocks are likely to be bought and sold from a fund manager’s portfolio.
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ICI: Preserve Money Market Funds
February 21, 2012Investment Company Institute President and CEO Paul Schott Stevens argues that the SEC's upcoming proposal to tighten the regulation of money market funds will harm investors, damage financing for businesses and governments and jeopardize the economic recovery.
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Money Market Funds Pick Back Up
February 17, 2012After two weeks of decline, total money market mutual fund assets increased by $2.86 billion to $2.659 trillion in the week ended Wednesday, Feb. 15, according to the Investment Company Institute.
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How to Select a 'Correlation Strategy' for Picking Companies
February 17, 2012S&P Capital IQ has published a paper that outlines a new method for analyzing how macroeconomic figures can lead to microeconomic results. That is to say, choices of what companies to put in a mutual fund’s holdings.
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NICSA 2012: Dreyfus Gets its Boards on Board with iPad
February 14, 2012In 2010, The Dreyfus Corporation gave iPads to every one of its 70 salespeople, to save on Federal Express billings in shipping them marketing materials. Now the manager of roughly $300 billion in mutual fund assets has decided that it should not be presenting its nine boards of directors with bulky binders any more, either.
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NICSA 2012: What If Money Market Funds Go Away?
February 14, 2012The SEC is about to announce reform of money market funds that is likely to include letting the net asset value float, long anathema to the industry. James P. Palermo, Vice Chairman of BNY Mellon though wants to know: What happens if that part of the mutual fund industry just goes away?
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Asked and Answered: Understanding Small-Cap Stocks
February 13, 2012Should the stock market turn solidly bullish, small-cap stocks could be poised for good returns. But small caps are generally more volatile and less widely analyzed than large-cap stocks, making some planners and their clients leery of the sector. Craig Hodges, portfolio manager of the Hodges Small Cap Fund, talked to Financial Planning about his views on where small caps are going and how advisors might approach investing in them.
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When Hedge Funds and Mutual Funds Collide
February 6, 2012Hatteras Funds CEO Brian Jacobs predicts there will be an increasing convergence between the mutual fund and hedge fund worlds as more companies seek to offer hedge fund strategies to mass-market investors.
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Mutual Funds Gain Ground Across the Board
February 1, 2012Inflows increased 68%, from the $6.9 billion mutual funds posted the week before.
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New Horizons: Target-Date Funds Get Customized
February 1, 2012Custom target date funds are proliferating at the expense of their off-the-shelf counterparts. That’s due to plan sponsors wanting to have greater control over what’s in a fund.
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10-Year Outlook for Global Stock Market? Not Bad, Vanguard Says
January 31, 2012The 10-year outlook for the global stock market is likely to be attractive despite elevated market volatility, below-average growth projections and short-term interest rates around 0% in the U.S. That’s according to the latest research from mutual fund manager Vanguard.
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Bennett Group Debuts Quartet of Funds
January 31, 2012Bennett Group Financial Services launched four mutual funds available through financial professionals, banks, brokerages and insurance companies for their clients. The new additions are the Bennett Conservative Fund; Bennett Moderate Fund; Bennett Growth Fund; and Bennett Aggressive Growth Fund.
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Tool Signals When Funds Beat Cash—Or Vice Versa
January 31, 2012Investment Guidance Solutions introduced a software tool for mutual fund investing, that gives buy or sell signals based on whether it is better to be invested in a specific fund or in cash.
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