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Financial Planning February 1, 2011 Donna Mitchell |
Equities Rising The economic recovery might be a slow and gradual one, as investors are constantly reminded, but mutual funds posted generally strong gains in the fourth quarter of 2010. |
Financial Planning November 1, 2010 Donna Mitchell |
The Rising Tide What a difference three months make. Bouncing back from a second quarter defined by uncertainty and volatility, mutual fund investors believed that the markets were turning a corner-or at least could not get much worse. |
Financial Planning August 1, 2011 Donna Mitchell |
Safety Plays Municipal bond skeptics take note: The group had one of the best returns in the second quarter. |
Financial Planning August 1, 2010 Donna Mitchell |
Yield at Any Price? Shocked from the Flash Crash, nervous about the potential fallout from the European sovereign debt crisis and distressed about high unemployment, investors fled equity mutual fund categories and poured their money into fixed income. |
Financial Planning May 1, 2005 Pamela Black |
Starting Off with a Whimper Domestic mutual funds limped through the first quarter, while anxious investors looked abroad. Only natural resources bucked the trend. |
Registered Rep. September 1, 2011 Diana Britton |
Retail Investors Still Risk Averse, Pull Money Out of Equity Mutual Funds Despite an opportunity to buy stocks on the cheap, retail investors still have a risk-averse bias, according to recent fund flows. |
Financial Planning February 1, 2005 Kristen French |
Last Dash Equity mutual funds staged a comeback in the fourth quarter of 2004, while fixed-income funds marched steadily ahead. |
Financial Planning April 1, 2010 Donna Mitchell |
Cautious Confidence Investors are showing signs of confidence in the economy's recovery, flooding into early cyclical sectors like industrials and consumer discretionary. But the rebound story isn't following its usual script. |
Financial Planning August 1, 2009 Stacy Schultz |
Record-Breaker The second quarter of 2009 was a record-breaker for mutual funds. |
Financial Planning May 1, 2011 Donna Mitchell |
Smaller is Beautiful Mutual fund investors made one thing clear in the first quarter of 2011: They put their trust in small-cap and mid-cap strategies to power economic growth and provide stability. |
Financial Planning February 1, 2012 Donna Mitchell |
Optimism Reigns Mutual fund investors were an optimistic bunch in the fourth quarter. They clung to hopes of a U.S. economic recovery, even after enduring lots of bumps and two major shocks that left the S&P 500 up just 5.8% for the quarter, a shadow of the strong 10.8% from the same period a year earlier. |
Financial Planning May 1, 2007 Kathy Gevlin |
Choppy Waters The first quarter of 2007 was tumultuous, leaving investors wondering what the waves will bring in next quarter. |
Financial Planning February 1, 2006 Bob Hirschfeld |
Ninth-Inning Save Although indexes were lackluster, large caps rallied toward the end of the year. |
Financial Planning May 1, 2006 Elizabeth O'Brien |
Growth Gains Ground Growth funds beat value funds for the second straight quarter. Has the tide turned for good? |
Financial Planning August 1, 2006 Elizabeth O'Brien |
Uncertainty--and Losses--Mount Volatility shook investors out of their complacency in the second quarter as market gyrations recalled the bear market of 2002. A period of "stable disequilibrium" dampens returns, even in the so-called safe harbors. |
Financial Planning January 1, 2013 Laton McCartney |
Money Flowing Into Bonds Fixed-income gained more ground, while the 14 best-performing equity mutual funds all focused on precious metals and enjoyed gains of more than 20%. |
Financial Planning May 1, 2005 Donald Jay Korn |
Foreign Intrigue Financial planners need a passport to follow the money that's flooding into overseas mutual funds, but the wave may be about to break. |
Financial Advisor April 2004 Jeff Schlegel |
Seeing More Growth In Growth Observers predict continuing opportunities in growth funds this year. |
Financial Planning November 1, 2009 Stacy Schultz |
A Split Game Mutual fund investors remain split over where the economy is headed. |
The Motley Fool December 8, 2010 Dan Caplinger |
Are U.S. Investors Coming Home? ETF flows are starting to change direction. |
Financial Planning May 1, 2012 Donna Mitchell |
On a Positive Note Mutual fund investors expressed broad confidence in the first quarter, but were most bullish about the tech and financial sectors. |
The Motley Fool July 30, 2007 Amanda B. Kish |
Old Mutual Spreads Its Wings It remains to be seen if Old Mutual's plans for growth will make this firm's funds worth owning, but one fund, Old Mutual Focused Fund, is already worth a look. |
Financial Planning November 1, 2007 Kathy Gevlin |
In the Black Overall, third quarter mutual fund numbers were up, despite subprime jitters. |
The Motley Fool December 4, 2006 Dan Caplinger |
10 Trillion Reasons to Invest Mutual funds keep raking in the money. |
Financial Planning November 1, 2006 Kathy Gevlin |
Fund Averse The third quarter was better than expected, but investors remain leery of U.S. equity funds. |
Financial Planning July 1, 2009 Donald Jay Korn |
Down But Not Out For mutual funds, 2008 was the year of the ebb tide: Long-term funds saw net outflows of $226 billion. The carnage continued in the first quarter of 2009, when an additional $43 billion flowed out of equity funds. |
Financial Planning August 1, 2008 Stacy Schultz |
Desperate for Returns Investors sat on the sidelines as the market deteriorated in the second quarter. Nonetheless, some niche parts of the market held up amidst the turmoil. |
Financial Advisor December 2003 Lynn O'Shaughnessy |
The Sleeper That Soared To the surprise of many, emerging-market debt has performed well. |
Financial Planning October 1, 2010 Donna Mitchell |
The Gradual Incline Equity ETFs had a promising start in 2010, but as summer ended, investors were faced with a slow U.S. recovery. They looked overseas for help. |
The Motley Fool April 14, 2010 Amanda B. Kish |
The Coming Investment Trend You Should Avoid Tough times see investors trend towards bonds, but stick with stocks for super-performance over the long-term. |
Registered Rep. January 6, 2011 Diana Britton |
Muni Bond Outflows Could Last For Months; Equities Funds Gain in Popularity According to Lipper data, municipal bond mutual funds saw outflows of about $7 billion in November and $7.8 billion for the first four weeks of December. |
The Motley Fool April 9, 2007 Amanda B. Kish |
Are "Excellent" Funds Foolish? Part 5 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Focus on bond funds... Mortgage-backed bonds... Not necessarily necessary... etc. |
Registered Rep. January 26, 2011 Diana Britton |
Pimco Moves Into New Territory, Again Pimco is launching a new fund line in equities. The bond fund giant tried to make the same move a decade ago -- and failed. Will it succeed this time? |
Registered Rep. January 3, 2008 John Churchill |
Morningstar's "Best Of 2007": A Dubious Distinction? Morningstar announces the three winners chosen as "Mutual Fund Managers of the Year." But with many studies showing one year's hot managers often don't perform as well the following year, is it a distinction anyone really wants? |
Financial Planning January 1, 2007 Donald Jay Korn |
Outlook 2007: A Year for the Big Guys? An economic slowdown is likely to spur a flight to quality, as investors shift their focus to the most powerful domestic large caps. |
Financial Planning August 1, 2012 Ilana Polyak |
Focus on the Home Front When conditions are bad, sometimes it's best to stay home. That's largely how mutual fund investors felt about the second quarter. Bonds were the place where investors sought solace. |
On Wall Street April 1, 2011 |
Investment Update: Change And Chaos Drive Demand Five experts on equities, bonds, retirement, actively managed exchange-traded funds and commodities offer their analysis of where to look for upside this year, and where to expect pitfalls. |
Financial Advisor February 2007 Raymond Fazzi |
Surprisingly Few Surprises Investment strategies in the mutual fund market that worked in 2005 more often than not worked out just as well, or even better, in 2006. |
Financial Planning February 1, 2007 Elizabeth O'Brien |
Goldilocks Economy? Investors wonder if the economy found its sweet spot as the year ended with a strong fourth quarter. |
Financial Planning February 1, 2010 Stacy Schultz |
Danger Looming? The market ended 2009 with the same verve it had since the March low. But as investors flocked to safety, some warned of the next bubble. |
The Motley Fool August 4, 2011 Amanda B. Kish |
Where the New ETF Money Is Going Are you using exchange-traded funds wisely? |
On Wall Street June 1, 2009 Craig Israelsen |
Variable Products, Variable Results The question is: Do the higher costs of variable products cause them to systematically underperform mutual funds? |
On Wall Street June 1, 2012 Dave Lindorff |
Is It True Bonds Have More Fun? A multi-year shift by investors out of equity mutual funds and into equity exchange-traded funds is now broadening to include fixed income, too, as investors seek lower fees as well as the relative ease of shifting asset allocations afforded by ETFs. |
Financial Planning August 2, 2007 Kathy Gevlin |
Cautious Optimism The second quarter of 2007 was a solid one for investors. But concerns remain about interest rates and the subprime market. |
Financial Advisor October 2011 Juliette Fairley |
Staying Afloat Hedged equity mutual funds provide protection against downside risk, but they are costly. |
Financial Planning November 1, 2012 Laton McCartney |
Strength Across the Board: Equity Bond Stock Returns Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well. |
The Motley Fool April 9, 2007 Amanda B. Kish |
Are "Excellent" Funds Foolish? Part 4 This five-part series takes a closer look at the 24 funds highlighted in the 2007 Business Week/Standard & Poor's Excellence in Fund Management Awards. Intermediate-term bond champs... Second-best bond funds... |
The Motley Fool July 6, 2009 Dan Caplinger |
You Shouldn't Have Missed These Winners Since it's impossible to predict with any certainty exactly which category may be tomorrow's big winner, the best strategy for most investors is to own some of everything by owning mutual funds in different categories. |
Financial Advisor September 2010 Bruce W. Fraser |
Are Small Caps' Outsized Gains Over? Momentum seems to favor small-cap stocks over their large-cap counterparts. |
BusinessWeek October 10, 2005 Lewis Braham |
The Growing Interest In Growth Stocks Lately growth stocks are outrunning value funds. |