New products and changes introduced over the past week an international small-cap fund
from LMCG Investments, a strategic bond fund from Capital Group, two gold-hedged equity ETFs from Rex Shares, three inverse ETFs from Direxion and a robo-advisor from SigFig and Cambridge Savings Bank.
Another is to add a small-cap fund
to the investment menu.
The UK small-cap fund
is set to close on May 7, 2010, and the evergreen fund would close on June 11, 2010.
Lutton, too, says that while there are no micro-cap funds on her "pick" list, she favors Royce Total Return (RYTRX), a small-cap fund
that may hold around 15% of its assets in micro-caps.
The small-cap fund
has a minimum initial investment of $1,000 and an expense ratio of 1.
You should select a range of mutual funds in different categories, suggest an index fund, which will mirror the market's performance; a small-cap fund
, which will give you an opportunity to benefit from small, fast-growing companies: a mid-cap value fund, which will give you the benefit of companies that may have hidden value; and an international or foreign fund, so that you can benefit from markets outside the U.
TrendStar Advisors, LLC ("TrendStar"), the investment advisor to the TrendStar Small-Cap Fund
, has entered into an agreement to sell its investment advisory business to subsidiaries of UMB Financial Corporation (NASDAQ: UMBF), pending shareholder approval, in a transaction that is expected to close on or about June 30, 2009.
A pioneer in emerging markets investing for nearly 20 years, Templeton is now first to offer an actively managed, dedicated emerging markets small-cap fund
The new Strategic Small-Cap Fund
reflects our growing focus on active quantitative equity management strategies," said Vanguard Chief Investment Officer Gus Sauter.
On the other hand, Prudential Global Genesis, a small-cap fund
with 20% of its assets invested in the U.
This aggressively managed small-cap fund
is up 21%.
Attendees of the conference are expected to include research analysts, small-cap fund
managers and money managers, institutional investors, investment bankers, brokers, venture capitalists and other private investors.