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.

Latest

05 Jun, 2017, 16:18 ET Envestnet | PMC Unveils Strategic Beta ETF Ranking Methodology

Envestnet | PMC, the Portfolio Management Consultants group of Envestnet, Inc. (NYSE: ENV), has introduced a new quantitative approval process for...


05 Jun, 2017, 09:00 ET Morningstar's First Global Study of Investor Returns Evaluates Impact of Investor Behaviour and Finds Automatic Savings Plans Produce Better Outcomes

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today published its first global study of investor...


02 Jun, 2017, 10:42 ET Royce Micro-Cap Trust, Inc. (NYSE: RMT) Declares Second Quarter Common Stock Distribution of $0.16 Per Share

Royce Micro-Cap Trust, Inc. (NYSE: RMT) has declared a quarterly distribution of $0.16 per share on its Common Stock. The distribution,...


02 Jun, 2017, 10:00 ET Friess Associates Launches Friess Small Cap Growth Fund

Friess Associates LLC today announced the launch of Friess Small Cap Growth Fund. Friess Small Cap Growth Fund represents the first time Friess...


01 Jun, 2017, 17:12 ET John Hancock Closed-End Funds Declare Quarterly Distributions

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


01 Jun, 2017, 17:12 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:...


01 Jun, 2017, 16:56 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 –...


01 Jun, 2017, 14:38 ET Virtus Global Multi-Sector Income Fund Declares Distribution and Discloses Sources of Distribution - Section 19(a) Notice

Virtus Global Multi-Sector Income Fund (NYSE: VGI) announced the following monthly distribution: Amount of...


01 Jun, 2017, 12:58 ET USCF Appoints New Head of Distribution

Exchange Traded Product innovator, USCF, has named Maya Lowry as its new Head of Distribution. "Maya's extensive distribution, marketing, and...


01 Jun, 2017, 11:20 ET Virtus Investment Partners Completes Acquisition of RidgeWorth Investments

Virtus Investment Partners, Inc. (NASDAQ: VRTS) announced today that it has completed the previously announced acquisition of RidgeWorth...


01 Jun, 2017, 10:00 ET Nationwide launches new all cap growth fund to be subadvised by Loomis, Sayles & Company

Nationwide added a new option to its menu of funds today with the launch of its Nationwide Loomis All Cap Growth Fund. The Fund offers the...


01 Jun, 2017, 09:32 ET Cushing® Renaissance Fund Announces Monthly Distribution

As previously announced, the Board of Trustees of the Cushing® Renaissance Fund (NYSE: SZC) (the "Fund") approved increasing the frequency of the...


01 Jun, 2017, 09:32 ET Cushing® Energy Income Fund Announces Monthly Distribution

The Cushing® Energy Income Fund (formerly known as the Cushing® Royalty & Income Fund) (NYSE: SRF) declared a distribution for June 2017 of...


01 Jun, 2017, 09:32 ET Cushing® MLP Total Return Fund Announces Monthly Distribution

The Cushing® MLP Total Return Fund (NYSE: SRV) declared a distribution for June 2017 of $0.0903 per common share. The Fund's distribution will be...


31 May, 2017, 18:12 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...


31 May, 2017, 15:37 ET Royce Global Value Trust (NYSE: RGT) as of April 30, 2017

- A closed-end fund that invests in global equities using a disciplined value approach - Average weekly trading volume of...


31 May, 2017, 15:31 ET Royce Micro-Cap Trust (NYSE: RMT) as of April 30, 2017

- Average weekly trading volume of approximately 585,435 shares - Fund's adviser has more than 40 years of small- and micro-cap...


31 May, 2017, 15:13 ET Royce Value Trust (NYSE: RVT) as of April 30, 2017

- Oldest and largest small-cap closed-end fund - Average weekly trading volume of approximately 955,835 shares - Fund's...


31 May, 2017, 11:33 ET T. Boone Pickens' BP Capital TwinLine Energy Fund (BPEAX) Named to the Schwab Mutual Fund OneSource Select List® for Q2 2017

BP Capital Fund Advisors announced today that the BP Capital TwinLine® Energy Fund (BPEAX) has been named by Charles Schwab Investment...


30 May, 2017, 13:17 ET T. Rowe Price Launches U.S. High Yield Fixed Income Fund

T. Rowe Price Group, Inc. (NASDAQ-GS: TROW) today announced the launch of the T. Rowe Price U.S. High Yield Fund (Investor Class ticker: TUHYX)....