Simfund
Stay ahead of the competition with Simfund FundFiling
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Stay Current With Fund Filing
Track trends and stay ahead of your competitors with Simfund’s comprehensive current and historical database extracted from SEC EDGAR Filings.
Find new opportunities and respond to changes quickly with real-time monitoring of product development trends and competitor fund/ETF changes.
- Daily Alert Service monitors new fund registrations and changes in funds/ETFs across 50+ types of activity including changes to fee schedules and waivers, portfolio managers, investment strategies, fund to ETF conversions, special events, and more.
- Weekly reports and monthly research reports provide an overview of industry product development activity.
- Create and receive custom alerts and notifications on funds of your choice using specific and customized criteria that fit your needs
- The database contains all relevant mutual fund/ETF documents – prospectuses, semi/annual reports, proxies, and more.
Illustrative: Weekly New Fund Registrations Report
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Portfolio Name |
Strategic Insight |
YTD |
YTD |
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LifeCycle Funds |
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State Street Global Advisors |
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11 |
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Target-Date 2060+ |
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ETFs |
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Allianz Investment Management |
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16 |
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Alt-US EqOpt Hdg Str |
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Alt-US EqOpt Hdg Str |
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BNY Mellon Investment Adviser Inc |
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1 |
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Growth |
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Fidelity |
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21 |
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Int'l Emerg Mkt Eqty |
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Growth |
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Int'l Growth |
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Int'l Emerg Mkt Eqty |
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Int'l Growth |
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Janus |
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3 |
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Midcap Equity |
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ProFunds Advisors |
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14 |
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Alt-US EqSct LngLvrd |
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Alt-US EqSct LngLvrd |
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Alt-US EqSct LngLvrd |
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Alt-US EqSctr Inv/Br |
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Alt-US EqSctr Inv/Br |
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Alt-US EqSctr Inv/Br |
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State Street Global Advisors |
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11 |
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Alt-US Eq - Other |
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Global Equity Sector |
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Alt-US Eq - Other |
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SWP Investment Management, LLC |
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1 |
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Growth & Income |
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Tidal Investments |
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49 |
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Cmmdt - Long-Levergd |
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Tuttle Capital Management LLC |
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57 |
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Global Equity Sector |
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Alt-US EqSctr Inv/Br |
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Alt-US EqSct LngLvrd |
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USCF Advisers |
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1 |
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Cmmdt - Indstl Metal |
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Van Eck |
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2 |
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Corp. Floating Rate |
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Zacks Investment Management |
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1 |
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Growth |
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