Mutual Fund News Roundup: December 19

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Mutual Fund News Roundup: December 19

Business news with chart on top
For mutual fund investors, staying up to date on big industry news can be very important. Below are some of the biggest mutual fund news pieces for the week ended December 19.

Where Did the New Middle Class Citizens Go?

This week, Smead Capital Management fund manager Bill Smead published a report titled Where Did The New Middle Class Citizens Go? He notes that investor focus is primarily on the weak global economy and falling oil prices, but investors should have a longer-term view.

The report notes that the falling oil prices could be indicative of something much larger. According to Bill Smead, the falling prices could be “the unwinding of a globally synchronized trade.” For more information, check out the report
.

Morningstar Updates Mutual Fund Flows for November

On December 12, Morningstar reported monthly mutual fund and exchange-traded funds outflows for November. According to the report, active U.S. equity funds saw outflows of $91.9 billion, and passive U.S. equity funds gained $156.1 billion.

Vanguard led on inflows, seeing $20.7 billion in November. In November, the PIMCO Total Return and PIMCO Low Duration were the most active funds. For more information, click here.

Zack’s Top Rated Mutual Funds

Zack’s has ranked the best mutual funds for large caps. The following mutual funds are expected to outperform their peers in the future:
  • Thrivent Large Cap Growth A (AAAGX)
  • American Century Legacy Focused Large Cap Advisor (ACFDX)
  • ClearBridge Aggressive Growth A (Liquid error: internal)
  • Cavanal Hill US Large Cap Equity A (AAEQX)
  • Bridgeway Large-Cap Growth (BRLGX)

For additional information, click here.

Volatility Can Create Opportunity

Royce Funds’ portfolio manager Chris Flynn recently explained the importance of volatility in the markets. He noted that “People are made nervous by volatility. It scares people away. I welcome volatility. It creates opportunity. So when there’s turbulence and when there’s uncertainty, that’s where the opportunities come up.”

To read more, check out the full article.


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Why 30 trillion is invested in mutual funds book

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Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

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Find out why $30 trillon is invested in mutual funds.


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Business news with chart on top

Mutual Fund News Roundup: December 19

For mutual fund investors, staying up to date on big industry news can be very important. Below are some of the biggest mutual fund news pieces for the week ended December 19.

Where Did the New Middle Class Citizens Go?

This week, Smead Capital Management fund manager Bill Smead published a report titled Where Did The New Middle Class Citizens Go? He notes that investor focus is primarily on the weak global economy and falling oil prices, but investors should have a longer-term view.

The report notes that the falling oil prices could be indicative of something much larger. According to Bill Smead, the falling prices could be “the unwinding of a globally synchronized trade.” For more information, check out the report
.

Morningstar Updates Mutual Fund Flows for November

On December 12, Morningstar reported monthly mutual fund and exchange-traded funds outflows for November. According to the report, active U.S. equity funds saw outflows of $91.9 billion, and passive U.S. equity funds gained $156.1 billion.

Vanguard led on inflows, seeing $20.7 billion in November. In November, the PIMCO Total Return and PIMCO Low Duration were the most active funds. For more information, click here.

Zack’s Top Rated Mutual Funds

Zack’s has ranked the best mutual funds for large caps. The following mutual funds are expected to outperform their peers in the future:
  • Thrivent Large Cap Growth A (AAAGX)
  • American Century Legacy Focused Large Cap Advisor (ACFDX)
  • ClearBridge Aggressive Growth A (Liquid error: internal)
  • Cavanal Hill US Large Cap Equity A (AAEQX)
  • Bridgeway Large-Cap Growth (BRLGX)

For additional information, click here.

Volatility Can Create Opportunity

Royce Funds’ portfolio manager Chris Flynn recently explained the importance of volatility in the markets. He noted that “People are made nervous by volatility. It scares people away. I welcome volatility. It creates opportunity. So when there’s turbulence and when there’s uncertainty, that’s where the opportunities come up.”

To read more, check out the full article.


Sign up for Advisor Access

Receive email updates about best performers, news, CE accredited webcasts and more.

Popular Articles

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.

Why 30 trillion is invested in mutual funds book

Download our free report

Find out why $30 trillon is invested in mutual funds.


Read Next