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 SimfundFiling.com.

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: March 2019       4/29/2019
  Legg Mason registered a series of five funds subadvised by QS Investors, four of which serve as funds-of-funds. Hartford Funds intends to launch fundamental index funds in both U.S. and international equity asset classes. Franklin Templeton filed for a series of four funds designed to be used as underlying options in separately managed account programs.
   
New Fund Filings Review: February 2019      3/26/2019
  Exchange Traded Concepts registered two active ETFs that employ an artificial intelligence model in security selection. Palm Valley Capital entered the '40 Act market through a small-cap equity fund. JPMorgan announced long/short and global macro funds in February.
   
New Fund Filings Review: January 2019      2/25/2019
  John Hancock registered an international equity fund and a commercial mortgage loan closed-end fund in January, BlackRock announced an environmentally-focused money market fund, and Federated filed two bond long/short funds during the month.
   
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.