Mutual Fund News

BOSTON--(BUSINESS WIRE)--As 2026 unfolds, portfolio managers and strategists across the Natixis Investment Managers complex see an investment landscape defined by normalization, resilience, and select opportunities. The outlook is anything but dull. From technological innovation and global divergence to liquidity and consolidation, the consensus is clear. Investors face a world where discipline, diversification, and selectivity are paramount. The main message for 2026: volatility may ebb, but o...

WASHINGTON--(BUSINESS WIRE)--FINRA has ordered American Portfolios Financial Services, Inc. (APFS) to pay $4.6 million in restitution to customers impacted by the firm’s inaccurate representation of how it calculated its fees and its retention of undisclosed, surplus interest. The fees and surplus interest were earned from customers’ funds in the firm’s bank deposit program between April 2018 and September 2022. The firm was also fined $550,000 for the violations. Bank deposit programs allow br...

EL SEGUNDO, Calif.--(BUSINESS WIRE)--Huber Capital Management, LLC today announced that the Huber Select Large Cap Value Fund, Institutional Class, (HULEX), has acquired the assets of the Coho Relative Value Fund (COHOX). “We’re excited to welcome the Coho Relative Value Fund shareholders to our family and look forward to seeking to help them pursue their long-term investment goals within our established platform,” said Joe Huber, CEO of Huber Capital Management. “This acquisition reflects our...

TORONTO--(BUSINESS WIRE)--Russell Investments Canada Limited (“Russell Investments Canada”) today announced cash distributions for the ETF Series of certain mutual funds (“ETF Series”) for the month of December. Unitholders of record of the ETF Series, as of the Record Date, will receive a per-unit cash distribution payable on the Payment Date. Details of the per-unit cash distribution amount are as follows: Fund Name Ticker Symbol Cash Distribution per Unit ($) CUSIP ISIN Record Date Payment D...

MIAMI--(BUSINESS WIRE)--FAIRHOLME FUNDS, INC. THE FAIRHOLME FUND (FAIRX) On December 12, 2025, the Fairholme Fund (NASDAQ: FAIRX) distributed an Ordinary Income dividend of $0.22209 per share to shareholders of record as of December 11, 2025. The Fairholme Fund’s Net Asset Value (“NAV”) was reduced by the total amount of the distribution. The Record Date, Ex-Dividend Date, Payable Date, and Cents-Per-Share are as follows: Distribution Type Record Date Ex-Dividend Date Payable Date Cents-Per-Sha...

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 December 4, 2025, paid on December 15, 2025, in the following amounts to shareholders of record on December 12, 2025: Marquest Mutual Funds Inc. - Explorer Series Fund, Series A (MAV7100) - $0.00395 per share. Marquest Mutual Funds Inc. - Explorer Series Fund, Series A/R (MAV7001) - $0.00374...

WASHINGTON--(BUSINESS WIRE)--FINRA has ordered Securities America, Inc. to pay $2 million in restitution to its customers and has fined the firm $1 million for failing to reasonably supervise Class A mutual fund recommendations, resulting in customers paying unnecessary fees through recommendations that were potentially unsuitable or not in customers’ best interest. “Firms have a fundamental obligation to supervise their representatives’ recommendations and ensure they serve their customers’ be...

TORONTO--(BUSINESS WIRE)--CI Global Asset Management completes the acquisition of alternative asset manager Forge First, strengthening its leadership in alternatives....

BOSTON--(BUSINESS WIRE)--Clough Capital Partners L.P. ("Clough Capital”), a boutique asset manager with over 25 years of experience, is proud to celebrate the five-year anniversary of its actively managed ETF strategies. Listed on the New York Stock Exchange (NYSE) in November 2020, the Clough Select Equity ETF (CBSE) and the Clough Hedged Equity ETF (CBLS) bring Clough Capital’s research-driven, high-conviction investment approach to the ETF structure. Since the introduction of CBSE and CBLS f...

OMAHA, Neb.--(BUSINESS WIRE)--Weitz Investment Management, Inc. (“Weitz”) today announced the launch of the Weitz Multisector Bond ETF (NYSE: WMSB), an actively managed fixed-income strategy designed to provide a high level of current income through flexible exposure across credit sectors, durations, and levels of credit quality. The ETF will begin trading November 5, 2025. The launch expands Weitz’s ETF platform following the Weitz Core Plus Bond ETF (WCPB) introduced earlier this year and bui...