Morningstar Sees Record Fund Inflows in January
February 12, 2013 (PLANSPONSOR.com) – Investors added $86.5 billion to long-term open-end mutual funds in January.
Investing
Beyond the January Effect
February 8, 2013 (PLANSPONSOR.com) - January 2013 saw record-setting stock and bond mutual fund net inflows reaching and possibly exceeding $90 billion (excluding additional inflows to ETFs).
Gold Investments Can Provide Long-Term Gains
February 8, 2013 (PLANSPONSOR.com) - Now is a good time for gold in retirement savings accounts —but only if investors are seeking long-term gain rather than quarterly returns.
ETF Flows Top $29B in January
February 8, 2013 (PLANSPONSOR.com) – Exchange-traded fund (ETF) assets increased $67.7 billion (5.0%) in January.
Mutual Fund Inflows Set Industry Record
January 31, 2013 (PLANSPONSOR.com) – Stock and bond mutual fund net inflows reached and possibly exceeded $90 billion during January 2013, excluding additional inflows to exchange-traded funds (ETFs).
Participants Continued Moving Assets in December
January 23, 2012 (PLANSPONSOR.com) – Daily transfer volume was above average among defined contribution (DC) plan participants in December, according to the...
Bonds Attract More Funds for Sixth Year
January 18, 2013 (PLANSPONSOR.com) - Long-term open-end funds saw inflows of $243 billion in 2012, according to data from Morningstar.
2012 Fund Inflows Near 2009 Record
January 14, 2012 (PLANSPONSOR.com) – Stock and bond mutual funds attracted $440 billion of net inflows in 2012, the highest amount since 2009’s record of $480 billion, Strategic...
U.S. Stock Fund Outflows May Surpass Record
December 17, 2012 (PLANSPONSOR.com) – Outflows from U.S. stock funds may surpass 2008’s record of $96.7 billion, according to Morningstar Inc.
2012 Projected Record Year for Mutual Funds
December 13, 2012 (PLANSPONSOR.com) - Money-market funds saw their highest monthly net inflows—$72 billion—since December 2008, data from Strategic Insight shows.
Market Spurs High Participant Transfer Activity
December 13, 2012 (PLANSPONSOR.com) – Average daily transfer volume among defined contribution (DC) plan participants during November was at the highest level...
ETF Assets Continue Climb
December 10, 2012 (PLANSPONSOR.com) – In November, exchange-traded fund (ETF) assets increased $27.8 billion, or 2.2%.
Investors Seek Higher-Risk Bond Funds
November 15, 2012 (PLANSPONSOR.com) – Investors added $27.7 billion to long-term open-end funds during October, according to Morningstar.
ETF Assets Decrease in October
November 9, 2012 (PLANSPONSOR.com) – Exchange-traded fund (ETF) assets decreased $11.9 billion, or 0.9%, in October.
Target-Date Funds Up in 3Q
October 29, 2012 (PLANSPONSOR.com) – Target-date fund (TDF) returns experienced gains in the third quarter.
Caution Still Prevails for 401(k) Participants
October 16, 2012 (PLANSPONSOR.com) - The Aon Hewitt 401(k) Index pointed to continued participant uncertainty in September as daily transfer volumes remained significantly low compared with historical levels.
Stock Funds Have 17th Consecutive Month of Outflows
October 11, 2012 (PLANSPONSOR.com) – Investors added $16.5 billion to long-term open-end funds in September, according to Morningstar Inc.
Investors Continued to Seek Safety in September
October 10, 2012 (PLANSPONSOR.com) – In September, mutual fund investors continued to seek income and safety in bond funds, which gained another $32 billion for the month.
Tail-Risk Management Integral to Investment Plan
September 27, 2012 (PLANSPONSOR.com) – The majority of investors view tail-risk management as an important part of their investment plans, but barriers remain for adopting risk-mitigation strategies.
North American Investor Confidence Declines
September 25, 2012 (PLANSPONSOR.com) – North American investor confidence continued to decline this month, according to State Street Global Markets.