November 4, 2009 - Top Mutual Fund News

Aston/Optimum Mid Cap N(CHTTX) :China Led World Again In October; GDP Lives Large (Investor's Business Daily)

Tue, 03 Nov 2009 23:28:09 GMT

Mutual funds kicked off the final quarter of the year with a bout of volatility, with stock funds notching their first down month since February.

Aston/Optimum Mid Cap N(CHTTX) :Who Needs In-House Managers? Not This Good Fund Family (Morningstar.com)

Thu, 29 Oct 2009 11:00:00 GMT

Aston Funds has built a strong corporate culture by looking outside of itself.

Aston/Montag & Caldwell Growth N(MCGFX) :Who Needs In-House Managers? Not This Good Fund Family (Morningstar.com)

Thu, 29 Oct 2009 11:00:00 GMT

Aston Funds has built a strong corporate culture by looking outside of itself.

Aston/Veredus Select Growth N(AVSGX) :Who Needs In-House Managers? Not This Good Fund Family (Morningstar.com)

Thu, 29 Oct 2009 11:00:00 GMT

Aston Funds has built a strong corporate culture by looking outside of itself.

Artisan Small Cap Value(ARTVX) :Small And Micro-Cap Value Investor Moves From Closed End Funds Trading At A Discount To NAV To Housing And Machine Tool Manufacturers (Wall Street Transcript)

Mon, 02 Nov 2009 18:55:00 GMT

BlackRock International Opp A(BREAX) :Funds Going from Heroes to Ho-Hum (Morningstar.com)

Tue, 03 Nov 2009 12:00:00 GMT

Watch for dramatic changes in 10-year records over the coming months.

CGM Focus(CGMFX) :What's Next for Heebner and CGM? (Indie Research)

Tue, 03 Nov 2009 13:18:00 GMT

It's been a distressing year for investors in Ken Heebner's flagship CGM Focus Fund

Chase Growth(CHASX) :Last Year's Losses Easing This Year's Capital Gains Distributions (Morningstar.com)

Thu, 29 Oct 2009 19:00:00 GMT

Also, Bogle Small Cap Growth reopens, Peltz joins Legg Mason board, and more.

Cohen & Steers Realty Shares Instl(CSRIX) :Cohen & Steers Announces Information Regarding 2009 Year-End Capital Gains for Cohen & Steers Funds (PR Newswire)

Fri, 30 Oct 2009 22:56:00 GMT

Cohen & Steers announced today that it does not expect its U.S. registered open-end and closed-end funds to make capital gain distributions to shareholders in 2009.

Davis NY Venture A(NYVTX) :Davis Advisors cuts some of its mutual fund fees (at Fortune)

Tue, 03 Nov 2009 16:34:00 GMT

A big, respected mutual fund management company voluntarily cuts fees. Who'da thunk it?

Davis NY Venture A(NYVTX) :Davis Advisers cuts some of its mutual fund fees (at Fortune)

Tue, 03 Nov 2009 13:45:00 GMT

A big, respected mutual fund management company voluntarily cuts fees. Who'da thunk it?

Manning & Napier Equity(EXEYX) :Manning & Napier Goes Bearish on U.S. (TheStreet.com)

Wed, 04 Nov 2009 10:00:00 GMT

Manning & Napier Equity(EXEYX) :Taking the long view (at MarketWatch)

Mon, 02 Nov 2009 05:01:00 GMT

How should you trade this November? By looking ahead to 2010, and beyond.

Fairholme(FAIRX) :What's Next for Berkowitz and Fairholme? (Indie Research)

Tue, 03 Nov 2009 13:25:00 GMT

Like many value-focused investors, Bruce Berkowitz was using the market's desperate dips over the last year to find bargains.

Fairholme(FAIRX) :Last Year's Losses Easing This Year's Capital Gains Distributions (Morningstar.com)

Thu, 29 Oct 2009 19:00:00 GMT

Also, Bogle Small Cap Growth reopens, Peltz joins Legg Mason board, and more.

Heartland Value Plus(HRVIX) :Coming around again (at MarketWatch)

Mon, 02 Nov 2009 05:01:00 GMT

What a difference seven months makes to investors.

Jensen J(JENSX) :Jensen Fund Bets on Abbott, Adobe (TheStreet.com)

Thu, 29 Oct 2009 12:07:21 GMT

Rob McIver, co-manager of the Jensen Fund, favors technology companies such as Abbott Laboratories and Adobe.

Julius Baer Global High Income A(BJBHX) :Taking the long view (at MarketWatch)

Mon, 02 Nov 2009 05:01:00 GMT

How should you trade this November? By looking ahead to 2010, and beyond.

U.S. Global Accolade Global MegaTrends(MEGAX) :China Down Not Out (TheStreet.com TV)

Tue, 03 Nov 2009 14:30:40 GMT

http://us.news2.yimg.com/us.yimg.com/p/fi/25/59/06.jpg/yfinance/tscm/strategysession/10620651http://www.thestreet.com/

U.S. Global Accolade Global MegaTrends(MEGAX) :[video] China Down Not Out (at TheStreet.com)

Tue, 03 Nov 2009 12:00:00 GMT

NEW YORK -- Jack Dzierwa, Global Strategist for US Global Investors, argues that his Global Emerging Market Fund will see even more upside once Chinese stocks rebound.

U.S. Global Accolade Global MegaTrends(MEGAX) :[video] Growth Sector: Infrastructure (at TheStreet.com)

Sun, 01 Nov 2009 20:00:00 GMT

U.S. Global Accolade Global MegaTrends(MEGAX) :Growth Sector: Infrastructure (TheStreet.com TV)

Fri, 30 Oct 2009 18:59:19 GMT

http://us.news2.yimg.com/us.yimg.com/p/fi/25/53/55.jpg/yfinance/tscm/strategysession/10618920http://www.thestreet.com/

U.S. Global Accolade Global MegaTrends(MEGAX) :[video] Growth Sector: Infrastructure (at TheStreet.com)

Thu, 29 Oct 2009 15:37:16 GMT

Oakmark Equity & Income I(OAKBX) :High Court Hears Mutual Fund Case (at TheStreet.com)

Mon, 02 Nov 2009 19:29:28 GMT

Oakmark Equity & Income I(OAKBX) :Fund Fees Get Their Day in the Highest Court (Morningstar.com)

Thu, 29 Oct 2009 20:14:00 GMT

Monday's Supreme Court session on a controversial fee case could affect expense ratios.

Oakmark Global I(OAKGX) :High Court Hears Mutual Fund Case (at TheStreet.com)

Mon, 02 Nov 2009 19:29:28 GMT

Oakmark Global I(OAKGX) :Fund Fees Get Their Day in the Highest Court (Morningstar.com)

Thu, 29 Oct 2009 20:14:00 GMT

Monday's Supreme Court session on a controversial fee case could affect expense ratios.

Allianz NFJ Small Cap Value A(PCVAX) :Small And Micro-Cap Value Investor Moves From Closed End Funds Trading At A Discount To NAV To Housing And Machine Tool Manufacturers (Wall Street Transcript)

Mon, 02 Nov 2009 18:55:00 GMT

Allianz NFJ Small Cap Value Instl(PSVIX) :Small And Micro-Cap Value Investor Moves From Closed End Funds Trading At A Discount To NAV To Housing And Machine Tool Manufacturers (Wall Street Transcript)

Mon, 02 Nov 2009 18:53:00 GMT

Permanent Portfolio(PRPFX) :Taking the long view (at MarketWatch)

Mon, 02 Nov 2009 05:01:00 GMT

How should you trade this November? By looking ahead to 2010, and beyond.

Putnam Asset Allocation: Growth A(PAEAX) :Putnam CEO Reynolds Calls for 2010 to Be the Year of Retirement Reform, with a "New Generation" of Workplace Savings Plans (Business Wire)

Tue, 03 Nov 2009 18:44:00 GMT

BOSTON----While 2009 has been the year of healthcare reform in Washington, Putnam Investments President and Chief Executive Officer Robert L. Reynolds today called for 2010 to be the year when major retirement reform is finally enacted to make possible a new generation of workplace savings plans that generate more dependable sources of lifetime income.

Putnam Asset Allocation: Growth B(PAEBX) :Putnam CEO Reynolds Calls for 2010 to Be the Year of Retirement Reform, with a "New Generation" of Workplace Savings Plans (Business Wire)

Tue, 03 Nov 2009 18:44:00 GMT

Putnam Asset Allocation: Growth C(PAECX) :Putnam CEO Reynolds Calls for 2010 to Be the Year of Retirement Reform, with a "New Generation" of Workplace Savings Plans (Business Wire)

Tue, 03 Nov 2009 18:44:00 GMT

Putnam Asset Allocation: Growth M(PAGMX) :Putnam CEO Reynolds Calls for 2010 to Be the Year of Retirement Reform, with a "New Generation" of Workplace Savings Plans (Business Wire)

Tue, 03 Nov 2009 18:44:00 GMT

Putnam International Capital Opp A(PNVAX) :Putnam CEO Reynolds Calls for 2010 to Be the Year of Retirement Reform, with a "New Generation" of Workplace Savings Plans (Business Wire)

Tue, 03 Nov 2009 18:44:00 GMT

Putnam International Capital Opp B(PVNBX) :Putnam CEO Reynolds Calls for 2010 to Be the Year of Retirement Reform, with a "New Generation" of Workplace Savings Plans (Business Wire)

Tue, 03 Nov 2009 18:44:00 GMT

Putnam International Capital Opp C(PUVCX) :Putnam CEO Reynolds Calls for 2010 to Be the Year of Retirement Reform, with a "New Generation" of Workplace Savings Plans (Business Wire)

Tue, 03 Nov 2009 18:44:00 GMT

Royce Total Return Invt(RYTRX) :Small And Micro-Cap Value Investor Moves From Closed End Funds Trading At A Discount To NAV To Housing And Machine Tool Manufacturers (Wall Street Transcript)

Mon, 02 Nov 2009 18:53:00 GMT

Selected American Shares S(SLASX) :Davis Advisors cuts some of its mutual fund fees (at Fortune)

Tue, 03 Nov 2009 16:34:00 GMT

A big, respected mutual fund management company voluntarily cuts fees. Who'da thunk it?

Selected American Shares S(SLASX) :Davis Advisers cuts some of its mutual fund fees (at Fortune)

Tue, 03 Nov 2009 13:45:00 GMT

A big, respected mutual fund management company voluntarily cuts fees. Who'da thunk it?

TCW Total Return Bond I(TGLMX) :Closed-End Funds Sell for Bargain Prices (TheStreet.com)

Fri, 30 Oct 2009 12:58:11 GMT

Some closed-end funds now sell at intriguing discounts to the value of their assets.

Thornburg Limited-Term Muni Inst(LTMIX) :Jonathan Burton's Life Savings: A muni-bond strategy to build your nest egg (at MarketWatch)

Tue, 03 Nov 2009 05:01:00 GMT

Municipal bonds are no longer cheap keys to the cities but they can still show investors around town.

U.S. Global Investors Global Res(PSPFX) :[video] Growth Sector: Infrastructure (at TheStreet.com)

Sun, 01 Nov 2009 20:00:00 GMT

U.S. Global Investors Global Res(PSPFX) :Growth Sector: Infrastructure (TheStreet.com TV)

Fri, 30 Oct 2009 18:59:19 GMT

http://us.news2.yimg.com/us.yimg.com/p/fi/25/53/55.jpg/yfinance/tscm/strategysession/10618920http://www.thestreet.com/

U.S. Global Investors Global Res(PSPFX) :Commodities Corner: China muscles deeper into global commodity markets (at MarketWatch)

Fri, 30 Oct 2009 11:00:00 GMT

China's building muscle in the commodities markets, active in countries from Canada and Australia to Venezuela, Brazil and Africa -- all with the aim of securing supplies of natural resources for its growing population and rapidly expanding economy.

U.S. Global Investors Global Res(PSPFX) :[video] Growth Sector: Infrastructure (at TheStreet.com)

Thu, 29 Oct 2009 15:37:16 GMT

Vanguard Interm-Term Treasury(VFITX) :FundWatch: Treasury funds' best days may be done (at MarketWatch)

Tue, 03 Nov 2009 16:59:00 GMT

Wasatch Micro Cap Value(WAMVX) :Stocks: Handicapping the Rest of '09 (at BusinessWeek)

Wed, 04 Nov 2009 23:59:34 GMT

Aston/River Road Small Cap Value N(ARSVX) :Who Needs In-House Managers? Not This Good Fund Family (Morningstar.com)

Thu, 29 Oct 2009 11:00:00 GMT

Aston Funds has built a strong corporate culture by looking outside of itself.

Cohen & Steers International Realty A(IRFAX) :Cohen & Steers Announces Information Regarding 2009 Year-End Capital Gains for Cohen & Steers Funds (PR Newswire)

Fri, 30 Oct 2009 22:56:00 GMT

Cohen & Steers announced today that it does not expect its U.S. registered open-end and closed-end funds to make capital gain distributions to shareholders in 2009.

Cohen & Steers International Realty I(IRFIX) :Cohen & Steers Announces Information Regarding 2009 Year-End Capital Gains for Cohen & Steers Funds (PR Newswire)

Fri, 30 Oct 2009 22:56:00 GMT

Cohen & Steers announced today that it does not expect its U.S. registered open-end and closed-end funds to make capital gain distributions to shareholders in 2009.

Aston/River Road Dynamic Equity Income N(ARDEX) :Who Needs In-House Managers? Not This Good Fund Family (Morningstar.com)

Thu, 29 Oct 2009 11:00:00 GMT

Aston Funds has built a strong corporate culture by looking outside of itself.

Cohen & Steers International Realty C(IRFCX) :Cohen & Steers Announces Information Regarding 2009 Year-End Capital Gains for Cohen & Steers Funds (PR Newswire)

Fri, 30 Oct 2009 22:56:00 GMT

Cohen & Steers announced today that it does not expect its U.S. registered open-end and closed-end funds to make capital gain distributions to shareholders in 2009.

Fidelity Advisor Mid Cap II I(FIIMX) :Four Strong Funds That Passed My Tests (Morningstar.com)

Mon, 02 Nov 2009 12:00:00 GMT

See which funds recently passed the Fund Spy quantitative tests.