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Thursday, January 12, 2017

The New Fund Fuss - January 12, 2017

Reported by Ashley McHugh-Chiappone

Company: Davis Advisors

New Funds: The Davis Select U.S. Equity ETF, the Davis Select Financial ETF, Davis Select Worldwide ETF

Davis is launching their first ETFs, which "utilize the Davis Investment Discipline."


Company: Measured Risk Portfolios, Inc

New Fund: The Measured Risk Strategy Fund

Measured is launching this fund, which offers a "managed exposure to a volatility selling strategy a strategy that ultimately takes a short position in the CBOE VIX futures market."


Steve Rasmussen
Chief Executive Officer
Company: Nationwide

New Fund: The Nationwide International Small Cap Fund

Nationwide is launching this fund, which seeks to "offer investors the opportunity to diversify their international equity exposure with the objective of providing long-term capital growth."


Company: American International Group, Inc

Rebranded Funds: The AIG Funds

AIG is rebranding its mutual fund family from SunAmerica Mutual Funds to AIG Funds on February 28, enabling AIG to provide funds under one brand.


Company: CBOE Vest

New Fund: The CBOE Vest S&P 500 Enhanced Growth Strategy Fund

CBOE Vest is launching this fund which seeks to "provide two-to-one enhanced returns on the appreciation of the S&P 500 Index up to a capped level, while providing one-to-one exposure to losses."


Company: Beaumont Capital Management

New Strategy: The BCM Dynamic Global Fixed Income strategy

Beaumont is launching this strategy, a smart beta fixed income solution. It seeks "risk-adjusted returns and downside protection through rules-based analysis, primarily focusing on volatility."


Company: Westwood Holdings Group, Inc

Rebranded Fund: The Westwood Low Volatility Equity Fund

Westwood is transitioning the Westwood Dividend Growth Fund into the Westwood Low Volatility Equity Fund. The rebranded fund seeks to "provide investors participation in up-markets with loss limitation in down-markets and an attractive current yield."


Company: Ivy Investment Management Company

New Fund: The Ivy IG International Small Cap Fund

Ivy is launching this fund that seeks "smaller-capitalization (less than $10 billion) companies outside North America that exhibit perceived growth at a reasonable price."


Company: Prudential Investments

New Fund: The Prudential Investments

Prudential is launching this fund, which "has the flexibility to respond to changing market opportunities while presenting attractive risk-adjusted return potential relative to the broad fixed income markets."


Company: Praxis Mutual Funds

Rebranded Fund: The Praxis Small Cap Index Fund

As of January 1, the Praxis Small Cap Fund underwent a name change and became the Praxis Small Cap Index Fund. This new fund seeks to "deliver performance consistent with its new benchmark, the S&P SmallCap 600 Index."


Company: Symons Capital Management

New Fund: The Symons Concentrated Small Cap Value Institutional Fund

Symons has launched its second equity mutual fund strategy, which seeks to "invest in companies with long-term sustainable businesses that can be purchased at attractive prices."


Company: ProShares, UBS

New Funds: The UBS ETRACS ProShares Daily 3x Long Crude ETN and the UBS ETRACS ProShares Daily 3x Inverse Crude ETN

ProShares is launching the first two UBS ETRACS - ProShares ETNs, which are linked to crude oil.


To learn more about recent fund launches, check our most recent New Fund Fuss here. For information about SEC filings or new hires, check out our latest Filings For Fundsters and Follow the Fundsters columns, respectively. For job opportunities in the industry, explore our The Next Gig column. If you have a fund filing that you would like to point out, a mutual fund launch, product change or new hire that you would like to announce, please contact the MFWire team at editors@investmentwires.com. 

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