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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Aug 18, 2017, 16:05 ET The Swiss Helvetia Fund, Inc. Announces New Class II Director

The Swiss Helvetia Fund, Inc. (NYSE: SWZ), a non-diversified registered closed-end investment company, announced today that the Fund's Board of...


Aug 17, 2017, 17:16 ET John Hancock Tax-Advantaged Global Shareholder Yield Fund Portfolio Manager Update

John Hancock Tax-Advantaged Global Shareholder Yield Fund (NYSE: HTY) (the "Fund"), a closed-end fund managed by John Hancock Advisers, LLC and...


Aug 17, 2017, 11:01 ET Direxion Launches 3X Leveraged ETF on Emerging Market Bonds

Direxion has launched the Direxion Daily Emerging Markets Bond Bull 3X Shares (Ticker: EMBU). The Fund seeks to achieve 300% of the daily...


Aug 17, 2017, 10:30 ET 25 T. Rowe Price Mutual Funds Included On The Schwab Mutual Fund OneSource Select List® For Q3 2017

T. Rowe Price Group (NASDAQ-GS: TROW) announced today that 25 of its mutual funds have been chosen by Charles Schwab Investment Advisory, Inc....


Aug 16, 2017, 08:00 ET JLL Income Property Trust President and CEO to Participate in the Investment Program Association's Direct Insights Call Series on August 17

JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), announced that President and CEO...


Aug 15, 2017, 17:45 ET John Hancock Closed-End Funds Release Earnings Data

The eight John Hancock Closed-End Funds listed in the table below announced earnings1 for the three months ended July 31, 2017. The same data for...


Aug 15, 2017, 16:30 ET Neuberger Berman Closed-End Intermediate Municipal Funds Announce Monthly Distributions

The Boards of the three Neuberger Berman Closed-End Intermediate Municipal Funds have declared monthly distributions for the dates below. The Funds...


Aug 15, 2017, 16:30 ET Voya Equity Closed End Funds Declare Distributions

Voya Investment Management, the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today the monthly distributions on the...


Aug 15, 2017, 11:27 ET Retiree also awarded attorney's fees after Mark Tepper Law Firm's win against Merrill Lynch for BreitBurn Recommendations

A Broward Circuit Court has ruled that in addition to damages, Merrill Lynch must also pay attorney's fees, interest and costs for a retiree. The...


Aug 15, 2017, 11:17 ET Month-End Portfolio Data Now Available for Federated Investors' Closed-End Funds

Federated Investors, Inc. today announced that monthly fund composition and performance data for Federated Premier Municipal Income Fund (NYSE:...


Aug 14, 2017, 13:30 ET Morningstar Assigns New Analyst Rating to 25 U.S. Funds; Upgrades Six Funds; Downgrades Four Funds and One Target-Date Series; Affirms Ratings on 71 Funds in July

Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, has published a summary of Morningstar Analyst Rating™...


Aug 14, 2017, 10:00 ET Brandes Investment Partners to Introduce NextShares™ Exchange-Traded Managed Funds

Brandes Investment Partners (Brandes) has entered into a preliminary agreement with NextShares Solutions LLC (NextShares Solutions), a wholly owned...


Aug 14, 2017, 09:15 ET Federated Premier Intermediate Municipal Income Fund Announces Tender Offer Expiration

Federated Premier Intermediate Municipal Income Fund (NYSE: FPT) announced today that its tender offer for 1,396,465 of its issued and outstanding...


Aug 11, 2017, 12:48 ET Commission Seeking Fund Administrators For Future SEC Distributions

The U.S. Securities and Exchange Commission intends to select a new Pool of Distribution Fund Administrators. Fund administrators selected for the...


Aug 11, 2017, 08:00 ET JLL Income Property Trust Announces Q2 2017 Earnings Call

JLL Income Property Trust, an institutionally managed daily NAV REIT (NASDAQ: ZIPTAX; ZIPTMX; ZIPIAX; ZIPIMX), will hold a public earnings call on...


Aug 11, 2017, 05:00 ET SS&C GlobeOp Hedge Fund Performance Index: July performance 1.24%; Capital Movement Index: August net flows advance 0.25%

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for July 2017 measured 1.24%. Hedge fund flows as measured by the SS&C...


Aug 10, 2017, 10:00 ET Voya Investment Management Reduces Fees on its Large-Cap Growth Fund

Voya Investment Management, the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that effective August 1, 2017, the...


Aug 10, 2017, 08:47 ET Federated Investors' Closed-End Municipal Funds Declare Monthly Dividends

Federated Premier Municipal Income Fund (NYSE: FMN) and Federated Premier Intermediate Municipal Income Fund (NYSE: FPT) have declared their...


Aug 10, 2017, 08:30 ET T. Rowe Price Group Reports Preliminary Month-End Assets Under Management For July 2017

T. Rowe Price Group, Inc. (NASDAQ-GS: TROW) today reported preliminary month-end assets under management of $927 billion as of July 31, 2017....


Aug 09, 2017, 17:06 ET The AdvisorShares New Tech and Media ETF (Ticker: FNG) Lists Options on CBOE

AdvisorShares, a leading sponsor of actively managed exchange-traded funds (ETFs), announced today that the AdvisorShares New Tech and Media ETF...