Does Transparency Really Matter for Mutual Fund Conversions?
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
International Concentrated Equity
The fund will be managed by Federico Santilli and will have a net expense ratio of 0.90%. The minimum initial investment for this fund is $2,500, or $1,000 for retirement accounts.
Intermediate Tax-Free High Yield Fund
This fund will be managed by James Murphy and will have a net expense ratio of 0.75%. The minimum initial investment for this fund $2,500, or $1,000 for retirement accounts.
High yield bond funds accounted for $3.2 billion of the outflows – the biggest withdraw in six weeks.
Stock funds saw a $5.5 billion inflow in new investor cash.
Equity funds reported inflows of $157 million, compared to inflows of $1.26 billion the week prior. U.S. equity funds declined by $1.98 billion – offset by foreign equity fund inflows.
While investors removed a total of $1.27 billion from taxable funds, $517 million was added to municipal funds.
In addition, $179 million was added to hybrid funds, and money market funds grew by $22.72 billion.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...
International Concentrated Equity
The fund will be managed by Federico Santilli and will have a net expense ratio of 0.90%. The minimum initial investment for this fund is $2,500, or $1,000 for retirement accounts.
Intermediate Tax-Free High Yield Fund
This fund will be managed by James Murphy and will have a net expense ratio of 0.75%. The minimum initial investment for this fund $2,500, or $1,000 for retirement accounts.
High yield bond funds accounted for $3.2 billion of the outflows – the biggest withdraw in six weeks.
Stock funds saw a $5.5 billion inflow in new investor cash.
Equity funds reported inflows of $157 million, compared to inflows of $1.26 billion the week prior. U.S. equity funds declined by $1.98 billion – offset by foreign equity fund inflows.
While investors removed a total of $1.27 billion from taxable funds, $517 million was added to municipal funds.
In addition, $179 million was added to hybrid funds, and money market funds grew by $22.72 billion.
Receive email updates about best performers, news, CE accredited webcasts and more.
Justin Kuepper
|
Let's take a closer look at whether transparency really matters for portfolio managers...
Kristan Wojnar, RCC™
|
We are looking at all things marketing in this week’s edition.
Justin Kuepper
|
This article will look at how the rise of muni bond funds could...
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...