Aberdeen Smaller Companies Income Trust PLC is a closed ended balanced mutual fund launched by Aberdeen Fund Managers Limited.

Source: https://www.dailypolitical.com/2023/09/16/abrdn-smaller-companies-income-trust-plc-asci-to-issue-dividend-of-gbx-2-60-on-october-27th.html

AllianceBernstein Global High Income Fund is a close-ended fixed income mutual fund launched and managed by AllianceBernstein L.P. It invests in fixed income markets across the globe.

Source: https://www.americanbankingnews.com/2023/01/29/alliancebernstein-global-high-income-fund-nyseawf-sees-significant-growth-in-short-interest.html

A supply side factor influencing the growth of the mutual fund industry is the distribution networks.

Source: https://www.thehindubusinessline.com/opinion/mf-industry-can-scale-up-further/article66692534.ece

Belfort explained how “the shift into index funds” started through a study conducted by economist Paul Samuelson in 1970 of “every mutual fund out there since 1920.”

Source: https://dailycaller.com/2023/12/29/wolf-wall-street-jordan-belfort-tucker-carlson-financial-system-paul-samuelson-vanguard/

Besides SIP, the launch of new fund offers helped fund houses garner fresh inflows from smaller cities as there is a general perception that investing at the NFO stage can yield better returns, said Shrikant Shinde, an independent mutual fund distributor.

Source: https://www.thehindubusinessline.com/markets/sips-help-mf-assets-from-beyond-top-30-cities-jump-11/article66416782.ece

BlackRock California Municipal Income Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc It is managed by BlackRock Advisors, LLC.

Source: https://www.dailypolitical.com/2023/11/19/blackrock-california-municipal-income-trust-bfz-to-issue-monthly-dividend-of-0-05-on-march-1st.html

Blackrock Virginia Municipal Bond Trust is a closed-ended fixed income mutual fund launched by BlackRock, Inc It is managed by BlackRock Advisors, LLC.

Source: https://www.dailypolitical.com/2023/06/26/blackrock-virginia-municipal-bond-trust-nyseamericanbhv-shares-up-0-3.html

Brompton Oil Split Corp. is a closed-ended equity mutual fund launched and managed by Brompton Funds Limited.

Source: https://www.etfdailynews.com/2023/06/07/brompton-oil-split-tseosp-share-price-crosses-below-50-day-moving-average-of-4-01/

Interestingly, mutual fund versions of this sustainable strategy have over a 30-year track record and more than $5 billion in assets, but Putnam chose to use the relatively new and smaller ETF to support its latest client’s retirement objectives.

Source: https://www.etftrends.com/core-strategies-channel/chart-of-the-week-advisors-plan-to-use-active-etfs-more-in-2023/

In this light, the mid and small-cap space is an essential component of your mutual fund portfolio for three reasons.

Source: https://www.thehindubusinessline.com/portfolio/personal-finance/should-you-worry-about-mid-small-cap-funds-now/article67423555.ece

MFS Multimarket Income Trust is a closed ended fixed income mutual fund launched and managed by MFS Investment Management, Inc The fund invests in the fixed income markets across the globe with greater emphasis on United States.

Source: https://www.dailypolitical.com/2022/12/31/mfs-multimarket-income-trust-nysemmt-short-interest-up-53-1-in-december.html

Money market mutual fund assets are surging.

Source: https://biztoc.com/x/8de45530ddd91984?ref=ff

SEBI has also announced changes in the role of mutual fund trustees and allowed them to outsource a few of their responsibilities to focuson their fiduciary responsibilities.

Source: https://www.thehindubusinessline.com/markets/sebi-puts-in-place-framework-for-mutual-fund-unit-holder-protection-committee/article67060902.ece

Suresh P Iyengar, Deputy Editor, discusses the recent capital gains tax amendment and its impact on mutual fund investors in this podcast.

Source: https://www.thehindubusinessline.com/multimedia/audio/finance-bill-2023-how-will-it-impact-mutual-fund-investors/article66657429.ece

The Fund is adopting the accounting history and performance of the predecessor mutual fund, the Main BuyWrite Fund (the “Predecessor Fund”) as the result of a reorganization of the Predecessor Fund into the Fund (the “Reorganization”).

Source: https://seekingalpha.com/article/4594593-buyw-cross-asset-buy-write-fund-outperforming-s-p-500?source=feed_all_articles

Virtus Diversified Income & Convertible Fund is a closed-ended balanced mutual fund launched and managed by Allianz Global Investors Fund Management LLC.

Source: https://www.americanbankingnews.com/2023/06/27/comparing-virtus-diversified-income-its-rivals.html

What’s really impressive — and what you should be looking for when using performance scoreboards to choose a mutual fund — is one that has beaten the market over several successive periods.

Source: https://biztoc.com/x/71c8083d19496fd1?ref=ff

With 0.15% expense ratios, CVLC and CVMC are nine basis points cheaper and more accessible than the institutional share class mutual fund.

Source: https://www.etftrends.com/morgan-stanley-crashes-the-etf-party-with-esg/

You can start an IRA with a bank (as an investment bank account) or a financial institution, mutual fund, life insurance company, and stockbroker.

Source: https://www.forbes.com/sites/investor-hub/2023/07/16/types-of-investment-accounts/