Mutual Fund News
Stay updated with the latest mutual fund news. Read about fund performance, investment strategies, market trends, and insights into the mutual fund industry. Discover how mutual funds are managed and their impacts on investors.
Oct 1, 2026 at 9:00 AM
Smead Capital Management Launches Two New Value Funds in Canada
PHOENIX--(BUSINESS WIRE)--Smead Capital Management, a Phoenix-based investment management firm and a leader in value investing, together with its Canadian affiliate Smead Capital Management (Canada) Ltd., today announced that the Smead Global ex-US Value Fund and the Smead US Value Fund are now open for purchase orders and are being made available to Canadian investors through registered dealers, bringing the firm’s long-term, concentrated value investing approach directly to the Canadian marke...
Sep 29, 2026 at 8:00 AM
BlackRock Files to Offer ETF Share Classes on Five Active Mutual Funds
NEW YORK--(BUSINESS WIRE)--BlackRock has filed initial registration statements with the U.S. Securities and Exchange Commission to add ETF share classes to five active mutual funds. As ETFs have become a preferred vehicle for investors, the new share classes would provide another way to access BlackRock’s active investment strategies. The filings cover: BlackRock High Yield Portfolio BlackRock Strategic Municipal Opportunities Fund BlackRock California Municipal Opportunities Fund BlackRock New...
Sep 24, 2026 at 9:39 AM
VegaShares Expands Product Suite with Autocallable Conservative Income ETF (VAIC)
NEW YORK--(BUSINESS WIRE)--VegaShares Expands Product Suite with Autocallable Conservative Income ETF (VAIC)...
Sep 22, 2026 at 10:28 AM
New AAAIM Study: AAPI-Owned Investment Firms Consistently Outperform but Manage Just 0.49% of Industry Assets
NEW YORK--(BUSINESS WIRE)--New AAAIM study reveals that funds owned by AAPIs consistently outperform their non-AAPI peers but remain underrepresented in capital and headcount....
Sep 17, 2026 at 7:00 AM
WisdomTree and MoonPay Collaborate to Expand U.S. Access to Tokenized Funds and to Support Stablecoin Reserves
NEW YORK--(BUSINESS WIRE)--WisdomTree, Inc. (NYSE: WT), a global financial innovator, and MoonPay, the global financial technology company powering the movement of value across fiat and digital assets, have announced a strategic collaboration to make the WisdomTree Treasury Money Market Digital Fund (WTGXX), a tokenized money market mutual fund, more accessible to everyday investors in the U.S. via MoonPay. As part of this initiative, MoonPay plans to use WTGXX as part of its stablecoin reserve...
Sep 16, 2026 at 8:01 AM
Morgan Stanley Investment Management Announces Effort to Convert Nearly $10 Billion in Municipal Mutual Funds to ETFs
NEW YORK--(BUSINESS WIRE)--Morgan Stanley Investment Management (MSIM) today announced an effort to convert eight municipal bond mutual funds into seven newly created exchange-traded funds (ETFs) and one existing ETF, representing nearly $10 billion in assets under management as of August 31, 2026. The Board of Trustees to the existing mutual funds approved the potential conversions, subject to approval by shareholders of each mutual fund and the satisfaction of other closing conditions. This e...
Sep 9, 2026 at 9:00 AM
Smead Capital Management Filed for Two New Value Funds in Canada
PHOENIX--(BUSINESS WIRE)--Smead Capital Management, a Phoenix-based investment management firm and a leader in value investing, together with its Canadian affiliate Smead Capital Management (Canada) Ltd., today announced it has filed a prospectus for two mutual funds for Canadian investors: the Smead Global ex-US Value Fund and the Smead US Value Fund. The funds have since received a final receipt from the applicable Canadian securities regulatory authorities and are available on Fundserv, allo...
Sep 8, 2026 at 7:00 AM
CI Global Asset Management Announces Risk Rating Change for CI Floating Rate Income Fund
TORONTO--(BUSINESS WIRE)--CI Global Asset Management announces that the risk rating of CI Floating Rate Income Fund (TSX: CFRT) has been changed to Low from Low-to-Medium....
Sep 4, 2026 at 1:27 PM
Marquest Mutual Funds Inc. - Explorer Series Fund Declares Eligible Dividend
TORONTO--(BUSINESS WIRE)--Marquest Mutual Funds Inc. (the “Corporation”) announces dividends for the Marquest Mutual Funds Inc. - Explorer Series Fund (the “Fund”). The Corporation has declared dividends on September 4, 2026, payable on September 14, 2026, in the following amounts to shareholders of record on September 11, 2026: Marquest Mutual Funds Inc. - Explorer Series Fund, Series A/R (MAV7001) - $0.00401 per share. Marquest Mutual Funds Inc. - Explorer Series Fund, Series F (MAV7011) - $0...
Aug 18, 2026 at 2:46 PM
Mercury Launches Exclusive Mutual Fund Products with Morgan Stanley Investment Management and State Street Investment Management
SAN FRANCISCO--(BUSINESS WIRE)--Mercury, the technology company providing radically different banking1, today announced the launch of two Mercury-exclusive Treasury2 products built in partnership with Morgan Stanley Investment Management and State Street Investment Management. The new Treasury offerings are custom designed to help startups and scaling businesses earn a competitive return on idle cash while maintaining the liquidity and conservative investment profile customers expect from Treas...
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