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Issue 32, 2014

Visit the Enhanced Mutual Fund Center

To make it easier for you to select the best mutual funds for your clients, Pershing LLC (Pershing), a BNY Mellon company, has made significant enhancements to the Mutual Fund Center. Available to all entitled NetX360® users via the Markets & Research tab, this comprehensive resource features valuable new tools and information on mutual funds. The enhanced tools will make it easier than ever to review, screen and compare thousands of mutual funds.

For your convenience, the improved center also provides mutual fund profile snapshots to view fund data and useful Pershing-specific information. In addition, the center now offers investment data from Lipper as well as robust thought leadership content.

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Investment Insights by Lockwood (First Quarter 2014)

The U.S. equity market continued its ascent in the first quarter of 2014, though the gain was more tempered than in the fourth quarter of 2013. After notching a double-digit gain in the fourth quarter of 2013, the U.S. equity market, as measured by the S&P 500® Index, rose 1.8% in the first quarter of 2014..

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