New Fund Filings

Analysis of funds recently registered and key themes in product development. To monitor new funds and other fund changes on a daily basis go to our sister site

Clients can select from the latest Highlights of New Fund Filings below or from the list of all Highlights of New Funds.

New Fund Filings Review: December 2018      1/30/2019
  Russell plans two real asset funds. Wells Fargo registered a global bond fund. Legg Mason, Loomis Sayles, and Principal all filed interval funds.
New Fund Filings Review: November 2018      12/26/2018
  Gotham Asset Management registered a large cap ESG fund. Lord Abbett filed three focused funds. Arca Investment Management registered an interval fund.
New Fund Filings Review: October 2018      11/29/2018
  Small cap equity strategies were popular in October. Fuller & Thaler, Kennedy Capital, and Mondrian filed domestic small cap funds. Baillie Gifford and Polen Capital registered international small cap funds. Westwood Management and CICC Wealth Management plan multi-asset income funds. PIMCO and Silverpeak Credit Partners filed closed-end funds. Axonic Capital registered an interval fund.
New Fund Filings Review: September 2018      10/30/2018
  Lord Abbett and BlackRock registered interval funds. FS Investments filed several alternative funds, including an event driven strategy and a long/short fund.T. Rowe Price plans an unconstrained bond fund.
New Fund Filings Review: August 2018      9/28/2018
  UBS and Federated registered socially conscious equity funds. TIAA and Allianz Global Investors filed green bond funds. Swan Capital Management and J.P. Morgan both registered funds employing an option hedge strategy. 1WS Capital Advisors filed an interval fund.