Mutual Funds
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Fidelity: 62% Rebound in 401(k) Balances Since 2009
By John SullivanFidelity reported its average 401(k) balance rose to $74,600 at the end of the first quarter, up 8% from the end of the fourth quarter of 2011.
April 25, 2012
Target-Date Funds Dominate 401(k) PlansClose to one in four 401(k) investors have their assets allocated solely in target-date funds a six-fold increase over the past five years, according to new Vanguard research.
April 25, 2012
Global Bonds & DiversificationWhile U.S. investors have achieved diversification in their domestically focused portfolios mainly through international equities, they are increasingly considering global bonds.
April 25, 2012
Junk Bond Fund DebutsState Street Global Advisors introduced the SPDR Barclays Capital Short Term High Yield Bond ETF (SJNK), which owns lower rated corporate debt with durations of less than five years.
April 25, 2012
Fund Panel Looks at Income GenerationThough many income-generating investments, like Treasuries, municipal bonds, and dividend-yielding stocks, have posted strong relative returns over the past year, interest rates on high-quality bonds are at historic lows, and the valuations on dividend-producing stocks are at historic highs.
April 25, 2012
TDFs Have Best Quarter Since 2010The average return for target maturity funds last quarter came in 3.5% under the S&P 500 at nearly 9%, but beat the BarCap U.S. Aggregate Bond Index by over 8.5%, according to the Ibbotson Target Maturity Report.
April 24, 2012
Special Report: The 2012 IA 25Throughout the rest of April and May, well be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.
April 24, 2012
The Best of Both Worlds: Active and Passive InvestingPassive investing is predicated upon the efficient markets hypothesis that it is impossible to beat the market over time except by being lucky. In reality, however, there is an abundance of evidence that markets are less than perfectly efficient.