Tag: Taft Hartley plans

Investing November 6th, 2018

Taft Hartley, Public Plans Outperform Other Institutional Investors in Q3

BNY Mellon says higher allocations to U.S. equity drove outperformance.

Investing August 7th, 2018

U.S. Equities Boost Institutional Investor Returns in Q2 2018

Second quarter rebounded slightly from last quarter, which posted negative median returns for all plans for the first time in nearly three years, according to Wilshire TUCS.

Investing May 8th, 2018

Institutional Plan Returns See First Negative Quarter in Nearly Three Years

Market volatility weighed down returns, with Corporate Plans seeing a median first quarter loss of 0.78%.

Investing February 6th, 2018

Institutional Investors See Ninth Consecutive Positive Quarter

The Wilshire Trust Universe Comparison Service (Wilshire TUCS) saw a median return of 3.59% for all plan types in the fourth quarter, the longest string of positive quarterly returns for all plan types since June 1998.

MARKET MIRROR

Friday, the Dow rose 123.95 points (0.49%) to use at 25,413.22, the NASDAQ shed 11.16 points (0.15%) to finish at 7,247.87, and the S&P 500 ticked up by 6.07 points (0.22%) to close at 2,736.27. The Russell 2000 inched upward by 3.41 points (0.22) to 1,527.53, and the Wilshire 500 rose by 47.32 points (0.17%) to 28,206.18. The price of the 10-year Treasury bond was up 12/32, decreasing its yield to 3.070%. The price of the 30-year Treasury bond was up 22/32, decreasing its yield to 3.325%. WEEK’S WORTH: For the week ending November 16, 2018, the Dow lost 2.21%, the S&P 500 was down 1.61% and the NASDAQ declined by 2.15%. The Russell 2000 lost 1.42% of its value, and the Wilshire 5000 was down 1.61%.

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