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.

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...
Aug 13, 2026 at 9:16 AM

VegaShares Announces Launch of the AI Inference ETF (CGPT) and the AI Thermal, Cooling & Power Management ETF (COOL)

NEW YORK--(BUSINESS WIRE)--VegaShares announces launch of two AI thematic ETFs -- AI Inference ETF (ticker: CGPT) and AI Thermal, Cooling & Power Management ETF (ticker: COOL)...
Aug 5, 2026 at 8:00 AM

DWS Launches Three New Xtrackers Fixed Income ETFs Benchmarked to ICE Indices

LONDON & ATLANTA & NEW YORK--(BUSINESS WIRE)--Intercontinental Exchange, Inc. (NYSE:ICE), one of the world’s leading providers of financial market technology and data powering global capital markets, today announced that DWS, a leading European asset manager with global reach, has launched three new Xtrackers fixed income ETFs benchmarked to ICE Indices. Xtrackers is DWS's global platform for exchange-traded funds (ETFs) and exchange-traded commodities (ETCs). “We are pleased to work with ICE i...
Jul 28, 2026 at 7:00 AM

CI Global Asset Management Announces Risk Rating Changes for Two Funds

TORONTO--(BUSINESS WIRE)--CI Global Asset Management announces risk rating changes for two mutual funds....
Jul 21, 2026 at 12:00 PM

Venerable and Guardian Reach Agreement to Transition Assets to Venerable’s Investment Advisory Platform

WEST CHESTER, Pa.--(BUSINESS WIRE)--Venerable Holdings, Inc. (“Venerable”), today announced that it has reached an agreement with The Guardian Life Insurance Company of America (“Guardian”) to transition approximately $4.5bn in separate account assets currently held in Guardian’s variable products trust into mutual funds advised by SunAmerica Asset Management, LLC (“SAAMCo”), a Venerable subsidiary. Under the proposed structure, the in-scope funds will be reorganized into a variable insurance m...
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