Mutual Funds A subcategory of Financial Services and Investing-specific stories, this section offers news and announcements related to mutual funds, including products/services and their respective providers.

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Feb 07, 2017, 14:08 ET Webcast on DoubleLine Shiller Enhanced CAPE® and Enhanced International CAPE® Mutual Funds

Jeffrey Sherman, deputy chief investment officer of DoubleLine Capital, will hold a webcast today on the DoubleLine Shiller Enhanced CAPE® and...


Feb 07, 2017, 02:55 ET CloudMargin Announces Further Senior Hire with New Chief Technology Officer

CloudMargin, the multi-award winning creator of the world's first web-based collateral and margin management solution, today announced it is...


Feb 06, 2017, 13:28 ET John Hancock Investments' CEO makes the case for open-architecture target-date funds in new white paper

John Hancock Investments published a new white paper today entitled "Target-date funds: embracing open architecture in retirement's most important...


Feb 06, 2017, 10:58 ET Broker's strategy a toxic mix including LINN Energy - claim alleges

Another investor seeking recovery from substantial losses in LinnCo LLC and other Wells Fargo Advisors broker recommendations, has turned to the...


Feb 06, 2017, 09:00 ET Virtus Total Return Fund And Zweig Fund Announce Proposed Merger

The Boards of Trustees and Directors of the Virtus Total Return Fund (NYSE: DCA) and The Zweig Fund, Inc. (NYSE: ZF) today announced the proposed...


Feb 02, 2017, 14:28 ET Eighth Pro Rata Interim Distribution Of Recovered Funds To Madoff Claims Holders Commences; Totals Approximately $252 Million

Irving H. Picard, Securities Investor Protection Act (SIPA) Trustee for the liquidation of Bernard L. Madoff Investment Securities LLC...


Feb 01, 2017, 16:48 ET Duff & Phelps Select Energy MLP Fund Inc. Declares Quarterly Distribution of $0.22 per Share

Duff & Phelps Select Energy MLP Fund Inc. (NYSE: DSE) announced a quarterly distribution of $0.22 per share, payable on February 21, 2017, to...


Feb 01, 2017, 16:42 ET Virtus Global Multi-Sector Income Fund Declares Distribution and Discloses Sources of Distributions - Section 19(a) Notice

Virtus Global Multi-Sector Income Fund (NYSE: VGI), a diversified closed-end fund, announced the following monthly distribution:...


Feb 01, 2017, 16:27 ET John Hancock Closed-End Funds Declare Monthly Distributions

The five John Hancock closed-end funds listed below declared their monthly distributions today as follows:...


Feb 01, 2017, 15:51 ET Distribution Dates and Amounts Announced for Eaton Vance Closed-End Funds

Eaton Vance closed-end funds (the "Funds") announced distributions today as detailed below. Declaration –...


Feb 01, 2017, 14:34 ET Horizons ETFs Management (USA) LLC Finalizes Acquisition of Recon Capital Advisors

Horizons ETFs Management (USA) LLC ("Horizons USA"), a member of the Horizons Exchange Traded Funds Group, one of the largest collective families...


Feb 01, 2017, 12:13 ET Invesco Closed-End Funds Declare Dividends

The Board of Trustees of each of the Invesco closed-end funds listed below today declared the following dividends....


Feb 01, 2017, 12:00 ET Z Capital Partners Completes Acquisition of Affinity Gaming

Z Capital Partners, L.L.C. ("Z Capital"), the private equity management arm of Z Capital Group, L.L.C. ("Z Capital Group"), a leading global...


Feb 01, 2017, 09:00 ET Not Just Hi-Tech: Israel Competes in Global Asset Management

Clarity Capital, a Tel Aviv based global asset manager, has expanded to offer unique global private debt opportunities. Given near-zero interest...


Feb 01, 2017, 07:00 ET Huron Capital Partners Closes $550 Million Private Equity Fund At Hard Cap

Sixpoint Partners, a leading global investment bank serving the middle market, today announced the successful closing of The Huron Fund V L.P....


Jan 31, 2017, 20:16 ET RiXtrema's 401kFiduciaryOptimizer Brings Quantitative Analysis to Retirement Plans Enabling Advisors to Save Money for Plan Sponsors

RiXtrema, an industry-leading company that provides risk management tools and analysis to the financial advisory and broker/dealer community to...


Jan 31, 2017, 18:03 ET Neuberger Berman Real Estate Securities Income Fund Announces Monthly Distribution

Neuberger Berman Real Estate Securities Income Fund Inc. (NYSE MKT: NRO) has announced a distribution declaration of $0.04 per share of common...


Jan 31, 2017, 17:59 ET Neuberger Berman High Yield Strategies Fund Announces Monthly Distribution

Neuberger Berman High Yield Strategies Fund Inc. (NYSE MKT: NHS) has announced a distribution declaration of $0.08 per share of common stock. The...


Jan 31, 2017, 16:20 ET John Hancock Premium Dividend Fund Notice To Shareholders - Sources Of Distribution Under Section 19(a)

John Hancock Premium Dividend Fund (NYSE: PDT) (the "Fund"), a closed-end fund managed by John Hancock Advisers, LLC and subadvised by John Hancock...


Jan 31, 2017, 16:18 ET John Hancock Tax-Advantaged Dividend Income Fund Notice To Shareholders - Sources of Distribution Under Section 19(a)

John Hancock Tax-Advantaged Dividend Income Fund (NYSE: HTD) (the "Fund"), a closed-end fund managed by John Hancock Advisers, LLC and subadvised...