Mutual Fund News Roundup: December 5

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Mutual Fund News Roundup: December 5

Shauna O'Brien Dec 05, 2014

Staying on top of mutual fund news is important for investors. Below, we look at the most important mutual funds news from the past week.

Vanguard to Launch Low Cost Bond Fund

Vanguard announced that it will launch its Vanguard Ultra-Short-Term Bond Fund in the beginning of 2015. This fund will include money market and government investment-grade corporates.

It is expected that the expense ratio on its investor share will be 0.2%. Its admiral shares will require a minimum investment of $50,000. For more information, check out the company’s press release.


42% of American Households Own Mutual Funds

According to an article published on ThinkAdvisor, Baby Boomers (born between 1946 and 1964) are the largest investors in mutual funds. In fact, nearly half of Baby Boomers own mutual funds. Just 30% of members of the Silent and G.I. generations own these funds.

In total, 43% of all households in the United States have mutual fund holdings – primarily for retirement savings goals. For more information, click here.


Catalyst Funds Converts Third Hedge Fund

Catalyst Funds reported on November 24th that it has converted its third hedge fund – the Catalyst/Stone Beach Income Opportunity Fund (IOXAX). This fund has been converted from the Stone Beach Special Opportunity Fund and is now available as a mutual fund product. For more information on this fund, be sure to check out the company’s press release.

Smead Capital Provides Commentary on the U.S. and Chinese Economies

According to William Smead of Smead Capital, the U.S. economy appears to be improving, while China is falling. China has boomed over the last 30 years, but its growth has come to a stop due to foreign competition. On the other hand, the U.S. is recovering from its housing crisis. This is important for investors to consider when making investment decisions. Be sure to click here for the full story.

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