The Markets

In its latest research, Russell Investments concluded that once a target-date fund reaches an individual's planned retirement date, it should have conservative allocations and a flat glide path...

The Mercer investment consulting first-quarter 2010 Defined Contribution Universe Summary found gains in all equity markets.

U.S. mutual fund investors have put nearly $200 billion into stock and bond mutual funds so far in 2010, according to Strategic Insight (SI), an Asset International company.

In 2009, 76% of mutual fund-owning households indicated that their primary financial goal for their fund investments was saving for retirement, according to the Investment Company Institute (ICI).

Eighty percent of households that owned funds outside a workplace retirement plan held funds purchased through a professional adviser, according to the 2010 Investment Company Fact Book released...

As demand for exchange-traded funds (ETFs) has grown, ETF sponsors have offered more funds with a greater variety of investment objectives, according to the 2010 Investment Company Fact...

U.S.-registered investment companies managed $12.2 trillion at year-end 2009, a $1.8 trillion increase from year-end 2008.

A majority of Americans have a false perception of how stock market investments fared last year, and are still uneasy about investing in stocks, according to a new...

Stock and bond funds experienced net inflows of $70 billion in March, according to the Financial Research Corporation (FRC).

Franklin Templeton Investments and the New Jersey Higher Education Student Assistance Authority (HESAA) have announced additional investment options for the Franklin Templeton 529 College Savings Plan.

For the first time since Cogent Research has been tracking investor allocations, it says wealthy Americans now hold more assets in individual retirement accounts (IRAs) than in workplace-based...

The average expense ratios of stock and bond funds rose slightly in 2009, but the total fees and expenses paid by investors remain largely unchanged on an asset-weighted...

After six consecutive quarters of negative returns, the average target-maturity fund has now been positive for four straight quarters, according to Morningstar.

U.S. investors poured $47.5 billion into mutual funds in March, bringing total net inflows for the first quarter to $125.2 billion, Morningstar reported.

Investors plowed $19.7 billion into exchange-traded funds (ETFs) in March, helping to push total net inflows for the ETF industry to $7.7 billion for the first quarter of...

During the 12 months since stock markets bottomed in March 2009, worldwide bond and stock mutual fund net inflows eclipsed $1 trillion, about half of which was garnered...

Strategic Insight (SI) said exchange-traded funds (ETFs) experienced roughly $7.7 billion of aggregate net inflows during the first quarter of 2010.

A new Vanguard study reports a significant increase in the use of target-date funds in retirement plans.

Fund managers are taking on more risk in anticipation of a “Goldilocks” recovery in the economy, according to the BofA Merrill Lynch Survey of Fund Managers for April.

State Street Global Advisors’ latest report on the exchange-traded fund (ETF) market covering March activity found that 10 of 12 ETF categories gained in absolute terms.