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ROSEN, SKILLED INVESTOR COUNSEL, Encourages Wildermuth Fund Mutual Fund Investors to Secure Counsel Before Important Deadline in Securities Class Action – WESFX, WEFCX, WEIFX
Globenewswire· 2025-12-14 19:15
NEW YORK, Dec. 14, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of Class A (ticker: WESFX), Class C (ticker: WEFCX), and/or Class I (ticker: WEIFX) shares of the Wildermuth Fund between November 1, 2020 and June 29, 2023, both dates inclusive (the “Class Period”), of the important December 29, 2025 lead plaintiff deadline. SO WHAT: If you purchased Wildermuth Fund mutual fund shares during the Class Period you may be entitled to compensation without pa ...
从“广覆盖”到“精准化”,走出红海博弈
Bei Jing Shang Bao· 2025-12-14 15:39
论坛上重磅发布了《普惠金融:破局与新局》报告。报告中不仅梳理了普惠金融最新政策成果,也展现 了普惠金融从"广覆盖"到"精准化"的关键跨越,更结合普惠信贷、普惠保险、数字普惠等多方实践,探 寻金融服务与薄弱群体需求的适配路径。 如果说银行面临的难题在于"敢不敢放",那么保险业则更多纠结于"能不能准",以普惠型医疗险为例, 需要覆盖过往保险产品未覆盖过的人群、事件,因此保险公司在进行精算并对产品定价时,容易缺乏数 据支撑,导致定价不准确。 相较之下,证券业在普惠服务领域的短板,则更多体现在"通不通"和"懂不懂"两个维度上。新三板、区 域性股权市场对专精特新"小巨人"企业的覆盖有限,股权融资服务下沉至县域企业的能力不足;投资者 教育普惠性欠缺,农村地区、中老年群体等对资本市场认知薄弱,易陷入非法证券活动陷阱。 而消费金融行业作为普惠金融的重要补充,在市场竞争加剧的背景下,也陷入了"内卷与风险并存"的两 难境地,部分机构为抢占市场份额,盲目下调贷款利率、放松风控标准,导致"多头借贷""过度授信"问 题凸显。 北京商报记者 刘四红 近年来,消费贷规模持续稳步扩张。2025年三季度末,我国不含个人住房贷款的消费性贷款余额 ...
Janus Henderson Short Duration Flexible Bond Fund Q3 2025 Commentary (Mutual Fund:JSHAX)
Seeking Alpha· 2025-12-12 10:39
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
中国金融:公募基金仍有广阔增长空间-China Financials-Mutual Funds Long Runway Still Ahead
2025-12-04 02:22
December 3, 2025 10:46 PM GMT China Financials | Asia Pacific Industry fee structure healthier after painful transition period. The largely sales- driven model in the industry resulted in excess turnover, high investment costs and improper investor suitability during 2020 and 2021. In 2024, the mix of volume- based revenue at fund distributors declined to 35%, from >70% in 2021, following fee declines and a series of reforms aimed at better aligning the interests of wealth managers, fund managers and invest ...
Royce Global Trust, Inc. (NYSE-RGT) declares Year-end Common Stock Distribution of $0.19 Per Share
Prnewswire· 2025-12-01 19:14
Accessibility StatementSkip Navigation NEW YORK, Dec. 1, 2025 /PRNewswire/ -- Royce Global Trust, Inc. (NYSE-RGT) (the "Fund") has declared an annual distribution of $0.19 per share on its Common Stock. The distribution, optionally payable in additional shares of Common Stock, or in cash by specific stockholder election, is to be paid on December 24, 2025 to stockholders of record at the close of business on December 11, 2025 (ex-dividend on December 11, 2025). The price of shares issued for reinvestment wi ...
Royce Micro-Cap Trust, Inc. (NYSE-RMT) declares Fourth Quarter Common Stock Distribution of $0.24 Per Share
Prnewswire· 2025-12-01 19:08
Accessibility StatementSkip Navigation NEW YORK, Dec. 1, 2025 /PRNewswire/ -- Royce Micro-Cap Trust, Inc. (NYSE-RMT) (the "Fund") has declared a fourth quarter distribution of $0.24 per share on its Common Stock. The distribution, optionally payable in additional shares of Common Stock, or in cash by specific stockholder election, is to be paid on December 24, 2025 to stockholders of record at the close of business on December 11, 2025 (ex-dividend on December 11, 2025). The price of shares issued for reinv ...
NEUBERGER BERMAN REAL ESTATE SECURITIES INCOME FUND ANNOUNCES MONTHLY DISTRIBUTION
Prnewswire· 2025-11-28 21:30
Accessibility StatementSkip Navigation NEW YORK, Nov. 28, 2025 /PRNewswire/ --Neuberger Berman Real Estate Securities Income Fund Inc. (NYSE American: NRO) (the "Fund") has announced a distribution declaration of $0.0312 per share of common stock. The distribution announced today is payable on December 31, 2025, has a record date of December 15, 2025, and has an ex-date of December 15, 2025. Under its level distribution policy, the Fund anticipates that it will make regular monthly distributions, subject to ...
ETF Edge on signals of a new market cycle and top ideas for 2026
Youtube· 2025-11-25 18:56
Core Viewpoint - The current market environment is characterized by a transition into a new cycle, driven by recent Federal Reserve rate cuts and a shift in market leadership towards emerging markets and real assets, suggesting a need for portfolio evolution away from large-cap tech stocks [1][2]. ETF Market Trends - The ETF industry has experienced record inflows, with $1.2 trillion in inflows this year, while mutual funds have seen $1 trillion in outflows, indicating a significant shift in investor preference towards ETFs [1][2]. - Over 900 new ETFs have been launched this year, reflecting ongoing innovation and growth within the ETF space [1]. Investment Strategies - Investors are advised to diversify their portfolios by including asset classes and sectors that benefit from higher inflation, such as gold, which is up 54% year-to-date, and emerging markets, which are also up 27% [1][2]. - Leveraged ETFs are gaining popularity, but caution is advised due to their complexity and the high costs associated with accessing leverage, which can lead to underperformance compared to benchmarks [1][2]. Market Performance Insights - The S&P 500 has been outperformed by sectors such as industrials and banks, which have seen gains of 16% and 19% respectively, compared to the S&P's 12% increase [1]. - The weakening dollar has been identified as a catalyst for non-U.S. markets outperforming the U.S., with historical trends showing that a weaker dollar typically benefits gold and emerging markets [2]. Future Outlook - The ETF industry is expected to continue its growth trajectory, with predictions of more crypto-related ETF launches and innovations in share class structures that could further drive flows from mutual funds to ETFs [9][12]. - The complexity of the ETF market is increasing, necessitating more due diligence from investors as new products are introduced [11].
Royce Micro-Cap Trust (NYSE: RMT) as of Oct 31, 2025
Prnewswire· 2025-11-24 19:09
| NAV | 11.89 | | | | --- | --- | --- | --- | | MKT | 10.55 | | | | | AVERAGE ANNUAL TOTAL RETURN AS OF 10/31/25 | NAV (%) | MKT (%) | | One-Month* | | 1.02 | 1.54 | | Year to Date* | | 14.92 | 14.83 | | One-Year | | 21.67 | 22.79 | | Three-Year | | 16.07 | 15.30 | | Five-Year | | 14.30 | 15.71 | Accessibility StatementSkip Navigation NEW YORK, Nov. 24, 2025 /PRNewswire/ -- CLOSING PRICES AS OF 10/31/25 10-Year 11.90 12.45 *Not Annualized Important Performance and Expense Information All performance informa ...
每周资金流向_解读未解之谜-Weekly Fund Flows_ Explaining the Unexplained
2025-11-24 01:46
Summary of Global Fund Flows Report Industry Overview - The report focuses on global fund flows for the week ending November 19, highlighting trends in equity, fixed income, and money market funds [2][3]. Key Points Equity Fund Flows - Net flows into global equity funds increased by $26 billion compared to $18 billion in the previous week [3][8]. - Flows into global benchmark funds slowed, with net outflows observed in global funds including US funds [3][8]. - US-dedicated equity funds experienced strong net inflows, primarily from domestic investors, while foreign investors, especially from the Euro area, net sold US equities [3][8]. - Japan equity funds continued to see strong demand, and in emerging markets (EM), Asia equity funds had robust inflows, with South Korea leading in net inflows as a percentage of assets under management (AUM) [3][8]. - Sector-wise, healthcare funds saw the largest net inflows, while consumer goods experienced the largest net outflows [3][8]. Fixed Income Fund Flows - Global fixed income funds maintained firm inflows, led by government and aggregate-type funds, with a total of $18 billion compared to $19 billion in the previous week [3][8]. - Inflation-protected bond funds faced net outflows, reaching their lowest positioning since 2014 [3][8]. - Both hard currency and local currency bond funds in emerging markets saw net inflows [3][8]. Money Market Fund Flows - Money market fund assets decreased by $14 billion, indicating a significant outflow [3][8]. Foreign Exchange (FX) Flows - Cross-border FX flows slowed, with notable inflows in JPY, KRW, and CLP within G10 and EM over the past four weeks [3][10]. Additional Insights - The report indicates that unusual cross-border fund flows have been strongly correlated with unexplained FX movements year-to-date [3][8]. - The overall trend suggests a cautious but positive sentiment towards equities, particularly in healthcare and technology sectors, while fixed income remains stable despite challenges in inflation-protected securities [3][8]. Important but Overlooked Content - The report emphasizes the importance of considering these fund flow trends as part of a broader investment decision-making process, highlighting the need for investors to analyze multiple factors [2][3]. - The data reflects a complex interplay between domestic and foreign investor behaviors, particularly in the context of US equity markets, which may influence future investment strategies [3][8].