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Blending bonds, high-dividend stocks

October 1, 2007

It isn't every day that you can get a bond fund manager to elaborate on a portfolio's equity exposure, but the IMS Strategic Income Fund (IMSIX) isn't exactly your garden-variety income fund. “We're looking at anything that produces income,”...

Return of growth stocks may entice fund companies

September 24, 2007

With growth-oriented stocks poised to make a comeback, many mutual fund companies may soon be forced to weigh the power of lessons learned from the burst of the dot-com bubble against the allure of growth. Since the boom-bust era of technology...

A second chance for PMC brand

September 24, 2007

Envestnet Asset Management Inc. is bringing the PMC brand name back and giving the unit its own sales force. The Chicago-based supplier of wrap account platforms is giving Portfolio Management Consultants its own four-man sales force as of today...

Columbia to market Excelsior Funds

September 11, 2007

Columbia Management Distributors, Inc. of Boston will begin selling Excelsior Funds October 1. The addition of the 26 funds is the result of the recent Bank of America acquisition of U.S. Trust Corp. Columbia Management acquired Excelsior Funds,...

Advisers are seeing bargains in the wake of subprime mess

September 10, 2007

The subprime-mortgage crisis, pushed along by the high-profile collapse of two Bear Stearns Cos. Inc. hedge funds this summer, is turning out to be a boon for money managers looking to pick up bargains. Value managers in particular are having...

Increase seen in use of collective trusts in DC plans

September 4, 2007

CHICAGO — The seemingly endless quest for cost-effective alternative investments has increased the interest in collective trusts among employee benefit plan sponsors and financial advisers, though concern about transparency remains a hurdle....

Fund firms beef up alternative offerings

September 4, 2007

PHILADELPHIA — Despite concerns from financial advisers, more mainstream mutual fund companies are spicing up their fund lineups with products that employ strategies long used by hedge funds. The Vanguard Group Inc. of Malvern, Pa., last month...

Retail investors lag in global investing

August 27, 2007

DETROIT — Institutional investors have put more money into global strategies since the start of the year, but retail investors and their financial advisers so far seem to be behind the curve. Mutual fund investments show that retail investors,...

Choppy market seen hurting closed-end funds

August 27, 2007

IRVINE, Calif. — Market turmoil could create some pretty unhappy closed-end-fund investors and put a damper on the closed-end-fund-underwriting business. At the same time, professional closed-end-fund investors said that they are still buying...

Target date benchmarks miss the mark

August 27, 2007

CHICAGO — Despite a surge in popularity among investors, target date mutual funds continue to operate without adequate benchmarks to help financial advisers evaluate whether their performance is up to snuff. At least 34 target date funds have...

SEC debuts e-filing for mutual funds

August 20, 2007

The Securities and Exchange Commission today has begun its voluntary electronic filing program for mutual funds. The program allows companies to submit XBRL-tagged risk/return summary information from their prospectuses. A 2003 SEC rule requires...

Morningstar reverses stance on board governance

July 23, 2007

PHILADELPHIA — Morningstar Inc., the mutual fund research company, is backing off its long-held position that fund boards that oversee multiple funds are less effective stewards than those responsible for just a few funds. The change of heart...

Sentinel’s changing of the guard a way to get distributors’ attention

July 23, 2007

BOSTON — Say goodbye to the Green Mountain Boy. As part of an ambitious growth strategy designed to get its mutual funds noticed by distributors, Montpelier, Vt.-based Sentinel Asset Management Inc. is retiring its decades-old icon. In more...

Mutual funds fall under hedge regulation

July 11, 2007

Mutual funds will be subject to a new rule approved by the SEC that prohibits fraud in hedge funds and other private investment pools. In a meeting today in Washington, all five members of the commission voted for final approval of the rule,...

Vanguard’s fund inflows top rivals’ in first five months

July 9, 2007

BOSTON — Fidelity Investments and American Funds lagged behind The Vanguard Group Inc. in stock and bond mutual fund sales for this year through May as investor appetite for low-cost index and exchange traded funds increased. Vanguard’s long-term...

Trading costs have predictive power

July 9, 2007

BOSTON — Forget expense ratios. Portfolio trading costs can be an even bigger drag on mutual fund performance. On average, U.S. stock funds spent $1.44 per $100 of assets on trading costs, compared with $1.21 on costs that comprised their expense...

ICAP fund manager dies

July 6, 2007

Robert Lyon, former CEO and chief investment officer of Institutional Capital Corp., died earlier this week at the age of 57. Chicago-based Institutional Capital Corp. would not disclose further details about Mr. Lyon’s passing, but did say...

Fidelity buyback may lead to restructuring

June 29, 2007

Fidelity Investments has bought back preferred shares from stockholders, possibly paving the way for a new ownership structure that would decrease corporate income taxes, published reports said. Stockholders have traded their preferred stock...

Rydex to be acquired by Security Benefit

June 28, 2007

The Security Benefit Group of Companies announced today that it will acquire Rydex Investments. Security Benefit, a mutually-owned insurer and asset manager based in Topeka, Kan., said it plans to close on the deal for Rydex, headquartered in...

Large trades costly to fund performance

June 28, 2007

On average, every dollar that funds spend on trading costs translates into a roughly 42-cent reduction in fund value, Virginia Tech Professor Gregory Kadlec said today. at the Morningstar Investment Conference 2007 in Chicago. “So in other...

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