Tag: Performance

Exchange-traded fund (ETF) assets increased $67.7 billion (5.0%) in January.

Now is a good time for gold in retirement savings accounts —but only if investors are seeking long-term gain rather than quarterly returns.

January 2013 saw record-setting stock and bond mutual fund net inflows reaching and possibly exceeding $90 billion (excluding additional inflows to ETFs)....

Target maturity funds continue to see total assets climb to all-time highs.

Today’s low interest rate environment can take a bite out of what would normally be a sustainable withdrawal rate in retirement, Morningstar said.

Vanguard expects to launch Vanguard Total International Bond Index Fund and its exchange-traded fund (ETF) shares by the end of the second quarter.

The FTSE Cyclical and Defensive Index Series aims to offer contrasting degrees of sensitivity to the economic cycle in order to improve the transparency of market dynamics.

The investment lineup of Security Benefit Corporation’s EliteDesigns variable annuity has been expanded by 71 fund options to help advisers manage market volatility.

The State Street Investor Confidence Index (ICI) rose for a second consecutive month, increasing by 5.4 points from December to finish at 86.8 in January.

An alternative investment educational series begins in Los Angeles with a keynote address by Jeffrey Gundlach, the chief investment officer of DoubleLine Capital.

Russell Indexes introduced the Russell High Efficiency Defensive Indexes, an index series extending the Russell Defensive Index methodology.

Plan sponsors face an “equity dilemma” of ensuring participants have adequate retirement savings while protecting them from volatility.

Last year was good for target-date funds (TDFs), according to Morningstar.

Daily transfer volume was above average among defined contribution (DC) plan participants in December, according to the Aon Hewitt 401(k) Index.

Charles Schwab Investment Management Inc. has added to its line of target-date funds (TDFs) with 2045, 2050 and 2055 retail offerings.

Six portfolios from Curian Capital LLC give access to the expertise of research firms, analytical tools and user-friendly technology.

In 2012, mutual fund managers small and large saw substantial net inflows to their bond and stock funds.

Morningstar Inc. reported estimated U.S. mutual fund asset flows through December 2012.

Morningstar Inc. rolled out the Morningstar US Real Asset Index, a diversified portfolio of liquid assets that traditionally provide a hedge against inflation.

Research from Cerulli Associates shows increased interest in environmental, social and governance (ESG) investing, and not just among nonprofit organizations.