The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Stork and Reaper for August 10, 2012  Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, August 10, 2012

Stork and Reaper for August 10, 2012

Reported by JY

The Stork delivered a couple of new funds today.

Congress Asset Management Company [profile] filed for its All Cap Opportunity Fund and Mid Cap Growth Fund. The All Cap Opportunity Fund will be managed by Daniel Lagan and Peter Andersen. The Mid Cap Growth Fund will be managed by Lagan and Todd Solomon. [SEC Filing]

It looks like the Reaper took the day off for no funds were closed.

Other funds are being reorganized.

Massachusetts Fund Services [profile] will be reorganizing the Mid Cap Growth Portfolio into the Mid Cap Growth Series. It is scheduled to occur on August 17, 2012. [SEC Filing]

Virtus Investment Partners [profile] filed to fold its Value Equity Fund into its Quality Large-Cap Value Fund. As of August 9, 2012, the Value Equity Fund has $42 million in AUM and has been rated four stars by Morningstar. They also filed to fold its Core Equity Fund into its Growth & Income Fund. As of August 9, 2012, the Core Equity Fund has $40.4 million in AUM, according to data on Morningstar. These reorganizations are expected to be completed on October 5, 2012, if the plan is approved by the shareholders.

State Street Global Advisors [profile] added a new PM, Charles Moon, to its High Yield Bond Fund. The fund has a four star rating from Morningstar, as well as $113.4 million in AUM. [SEC Filing]

Calvert Investments [profile] has appointed Vishal Khanduja to help manage the Ultra-Short Income Fund and the Government Fund. [SEC Filing]

Kyle Pankratz from Integrity Funds resigned as co-PM from the Dividend Harvest Fund. The fund will continue to be managed by Shannon Radke, Josh Larson and Michael Morey. [SEC Filing]  

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2023: Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

  1. MFDF webinar - Latest Updates In Mutual Fund Litigation and Enforcement, June 6
  2. Pershing Insite 2023, Jun 6-8
  3. Nicsa webinar - The Journey From Networking to Sponsorship, June 7
  4. MFDF webinar - SEC Staff Panel, Division of Examinations — IC Issues and Considerations For Fund Boards, June 8
  5. Expect Miracles East Coast Classic, June 8
  6. 2023 MMI Alternative Investments Forum, June 13
  7. WE DC - ESG Panel Discussion, June 13
  8. Nicsa Fearless Leadership Symposium, June 14
  9. MFDF Director Discussion Series - Open Forum (Denver), June 20
  10. The Ben Graham 10th Annual Conference, Jun 20-21
  11. IDC Industry Segment Call - Governance Committee Chairs, June 21
  12. Crane Data's Money Fund Symposium, Jun 21-23
  13. IDC Industry Segment Call - Board Leaders, June 22
  14. 2023 MMI Distribution Leadership Forum, Jun 22-23
  15. MFDF webinar - Closed-End Fund Litigation Overview and Update, June 27
  16. MFDF Director Discussion Series - Open Forum (Atlanta, GA), June 28
  17. MFDF Director Discussion Series - Open Forum (Kansas City), June 30
  18. MFDF Director Discussion Series - Open Forum (New York), July 18
  19. 2023 MMI Leadership Pathway Seminar, Jul 19-20
  20. MFDF webinar - Generative AI — It's Here, July 20
  21. MFDF Director Discussion Series - Open Forum via Zoom, July 27
  22. MFDF Director Discussion Series - Open Forum (Milwaukee, WI), August 8
  23. MFDF Improving Equity Fund Alpha Estimates, September 13
  24. 4th Annual ETFGI Global ETFs Insights Summit - United States, Sep 20-21
  25. MFDF webinar - Introduction to Retail Private Markets Funds: Structures to Access Private Equity, Private Credit, Infrastructure and Real Estate Investments, September 27
  26. Expect Miracles Atlanta Coast Classic, October 2

©All rights reserved to InvestmentWires, Inc. 1997-2023
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use