Equities Funds in Favor in Early ‘13
Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.
Fund Flows Top $30 Billion, Lipper Says
The Dow Jones Industrial Average dipped 2.54% from its September closing value in October, while the NASDAQ Composite fell 4.46%
What Fund Flows in 2011 Mean for Investors in 2012
A Lipper expert describes some important trends from last year and what they may signal for both advisors and investors this year.
Putnam Bets on Capital Preservation in ‘Floating-NAV World’
Investors have taken a trillion dollars in assets out of money market funds since the Lehman crisis in 2008 and now Putnam Investments is looking to create a new home for these discouraged investors seeking safety but balking at low yields.
Equity Funds Have Strong Q1’11, Lipper Data & Analysis Show
Equity funds posted their third consecutive quarter of plus-side returns, gaining 5.14% in the first quarter of 2011, reports Tom Roseen.
Portfolio Products Round-Up: ‘Black Swan’ Events Saved Bonds in Q1, Lipper Says
In this week's AdvisorOne portfolio products round-up, we look at fund launches from Goldman, Arrow, Van Eck Global and ProShares.
Schwab’s Iachini Argues in Favor of All-ETF Portfolios
As the popularity of ETFs grows, some investors may want to consider all-ETF portfolios, says Charles Schwab Investment Advisory director Michael Iachini.
Equity Funds Up 16.6% in 2010 on Big Q4 Gains
Lipper data show that this fund group improved about 10.5% in the fourth quarter.
ETFs Top Mutual Funds in Q4 Flows, Lipper Says
Equity fund flows into ETFs were close to $37 billion vs. $18 billion for mutual funds in the fourth quarter of 2010.
Fixed Income: High Yields Are Top-Performing Mutual Funds in 2010
Returns for full year should range from close to 2% to 7% for the broad fixed-income fund group, says Lipper, vs. 16% gains for equity funds