The Markman Core Growth Fund (MTRPX), a large cap growth fund, added May 1 a share class for brokers to sell the fund on both a load and load-waived basis. The fund has a five-star rating from Morningstar for both the three- and five-year periods ending April 30, 2007, ranks in the top 1% in the Lipper Large Cap Growth Fund category over those same time periods, and as of April 30 had $62 million in net assets.
Americans feel more financially secure but more risk averse today than 10 years ago, according to Northwestern Mutual.
They also engage in nearly twice as many trades, according to new data.
“Advisors may be slow to recognize an important investment trend” thanks in part to an information gap, Natixis reports.
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