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Rating:Stork and Reaper for August 9, 2012 Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, August 09, 2012

Stork and Reaper for August 9, 2012

Reported by JY

The Stork dropped a couple of new funds into the market today.

DFA Investment Dimensions Group [profile] filed for its International Social Core Equity Portfolio, which will invest in stocks of companies associated with developed market countries. The fund will be managed by Karen Umland, Joseph Chi, Jed Fogdall and Henry Gray. [SEC Filing]

iShares [profile] filed for a series of Cash Rate Funds. The 14 funds which will each cover a different currency. The funds will be advised by BlackRock Fund Advisors. Cindy Bernhardt and Michael Evan are responsible for the fund's daily management. [SEC Filing]

Braver Capital Management announced in a recent release that they will be launching their first mutual fund. The fund, which will be called the Braver Tactical Opportunity Fund, is looking for long-term capital appreciation. The fund will be managed by Andrew Griesinger and Charles Toole.

"The addition of the Braver Tactical Opportunity Fund to a portfolio can offer risk controls and proactive action to help diversify from a traditional, fully-invested portfolio while still providing for the opportunity of competitive returns," Toole stated.

The Reaper took the day off, but a few funds were reorganized.

This morning, MFWire reported that PM John Eisinger left Janus [profile].

Morgan Stanley [profile] appointed a new PM, Burak Alici, to manage its International Small Cap Portfolio. As of August, 8, 2012, the fund has $136 million in AUM, according to data from Morningstar. [SEC Filing]

Putnam Investments [profile] appointed Sheba Alexander as PM to its VT Global Utilities Fund. As of August 8, 2012, the fund has $113.4 million in AUM, according to its profile on Morningstar [SEC Filing]

Charles Schwab Investment Management [profile] plans to change the comparative index of its Fundamental Index Funds which consist of the US Large Company Index Fund, US Small-Mid Company Index Fund, International Large Company Index Fund, International Small-Mid Company Index Fund and Emerging Markets Index Fund. The funds, which currently use the FTSE RAFI Index, will use the Russell Fundamental Index. There will be corresponding changes to the fund's objective and investment strategy. [SEC Filing

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