Performance Trends May Indicate Risk-Adjusted Equity Fund Flows: KBW Report
Can the comparison of three-year risk-adjusted equity fund returns year over year predict fund flow trends?
Bull, Tech Funds Leading the Pack: Mutual Fund Weekly Wrapup
The latest Lipper research--tracking fund categories and fund performance--indicates that, among the largest funds, the Pimco Total Return Fund has risen 3.75% year to date, though in the week ended May 28 it declined 0.5%.
Bull, Tech Funds Leading the Pack; Vanguard Reopens Convertible Fund
In the taxable fixed-income group, the bull and ultra-long Treasuries dominate the quarter-to-date and year-to-date charts, according to Lipper data.
Income Tax Planning with Pooled Income Funds
Estate tax reduction, no setup fees and income and capital gains advantages can make this charitable choice a workhorse for some clients.
Q109 Results: Fixed Income Up
The top-performing floating-rate taxable funds gained from about 8.80 percent to as much as 13.77 percent in the first three months of 2009, according to...
What does it take to manage money successfully in an economic climate widely considered the worst since America's Great Depression? Consider the winners of the...
RiverSource catches the tailwinds of undervalued industrial and energy stocks-and then holds on tig
When credit markets came unglued last summer, financial stocks collapsed. That was bad news for large value funds, which traditionally hold big stakes in banks...
Emerging Market Funds Lead Lipper Pack
Funds with a focus on China, Brazil, Latin America and India demonstrated consistently strong chart-topping performance through November 29, 2007, reports Lipper. And fund flows...
The Muni Junk Pile
In the staid world of the bond markets, high-yield municipal funds have been enjoying their version of a roaring bull market. During the three years...
NEWS & PRODUCTS
The Internal Revenue Service is mulling a new Enrolled Retirement Plan Agent (ERPA) designation to allow retirement plan professionals who are not approved to represent...