Intl. Equity Managers Squeak out Q3 Gain on EAFE Index
October 29, 2004 (PLANSPONSOR.com) - The median International equity manager in the InterSec EAFE+ peer group showed flat returns for the third quarter with a return of just...
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Institutional Investor Returns Flat in Third Quarter 2004
October 28, 2004 (PLANSPONSOR.com) - US institutional investors posted flat returns in the third quarter due to faltering equities, but 12-month trailing figures still show double-digit positive returns.
Mutual Funds Pick up 1.2% in September
October 28, 2004 (PLANSPONSOR.com) - The nation's mutual funds pulled in $90.3 billion in assets for a 1.2% asset increase in September.
Mutual Fund Holders use 'Buy-and-Hold' Strategy
October 21, 2004 (PLANSPONSOR.com) - A majority of mutual fund holders are adopting a 'buy-and-hold' strategy, with 60% of shareholders making no transactions in their mutual funds in...
Mass Layoffs Ease in September
October 21, 2004 (PLANSPONSOR.com) - The pace of US mass layoffs eased a bit in September, both in terms of the number of layoffs and the workers affected...
International Fund Flows Best Domestic Offerings
October 20, 2004 (PLANSPONSOR.com) - Despite a squalid stock market, net inflows into stock and balanced mutual funds rose by $31 billion in the third quarter of 2004.
S&P Indices Outperform Actively Managed Funds in Q3
October 20, 2004 (PLANSPONSOR.com) - Mirroring year-to-date and three year running totals, Standard & Poor's benchmarks outperformed actively managed funds in most US equity styles in the third...
Funds See Net Outflows in September
October 19, 2004 (PLANSPONSOR.com) - Equity and bond funds saw net inflows in September, while money funds experienced typical seasonal outflows for the month, according to the latest...
End of Cyclical Bull Market Near, S&P Asserts
October 18, 2004 (PLANSPONSOR.com) - Standard & Poor's revealed Monday that the performance of US equity funds in the third quarter of 2004 is in keeping with the...
S&P Hedge Fund Indices Up in September
October 14, 2004 (PLANSPONSOR.com) - Standard & Poor's Hedge Fund Indices were up for the month of September, rising on the backs of increasing oil prices and raised...
September Job Creation Falls Short
October 8, 2004 (PLANSPONSOR.com) - The nation's job-creation machine was weaker than expected in September as the unemployment rate held steady, the government reported.
Job Cuts Increase in September
October 5, 2004 (PLANSPONSOR.com) - For the third straight month, the number of announced job cuts has increased, and now stands at over 107,000 for September.
Exchange-Traded Fund Tops August Mutual Fund Sales
October 4, 2004 (PLANSPONSOR.com) - For the first time, an exchange-traded fund has been at the forefront of monthly mutual fund sales.
US Equity Funds Down in Third Quarter
October 4, 2004 (PLANSPONSOR.com) - US equity funds had their first decline in six quarters, with an average loss of 1.83% in the third quarter, according to a...
August ETFs Bulk Up in Assets
September 30, 2004 (PLANSPONSOR.com) - Exchange-traded funds (ETFs) gained assets in August, tacking on $2.38 billion or 1.3%, with every category gaining ground during the period.
Mutual Fund Assets Increase by $24.4 billion in August
September 29, 2004 (PLANSPONSOR.com) - The combined assets of the nation's mutual funds increased by 0.3%, or $24.4 billion, in August.
SDBA Asset Allocation Levels Stagnant in 2nd Quarter
September 28, 2004 (PLANSPONSOR.com) - Exposure to fixed income and mutual funds in self-direct brokerage accounts (SDBA) remained static in the second quarter of 2004, the first such...
August Mass Layoffs See Major Improvement
September 23, 2004 (PLANSPONSOR.com) - Roses were blooming all over when it came to the August mass layoffs picture with sizable drops in both the number of layoffs...
Index Constituent Return Bump Declining
September 22, 2004 (PLANSPONSOR.com) - Owners of equities being added to a market index don't get nearly the return "bump" they may have gotten in past years, a...
Lipper: Markets Still Driven by Caution
September 21, 2004 (PLANSPONSOR.com) - Investors kept the feet resting on the brake pedal during August with only moderate inflows into mixed equity and taxable bond funds.