Investing

Investing |

Funds Worldwide See $665B Inflow in 2013

August 9, 2013 (PLANSPONSOR.com) – During the first half of this year, investors globally contributed $665 billion of net inflows to funds worldwide excluding money markets.
Investing |

June Worst Month on Record for Bond Funds

July 12, 2013 (PLANSPONSOR.com) – Investors withdrew $43.8 billion from taxable-bond funds and $16.4 billion from municipal-bond funds, making June the worst month on record for bond funds in...
Investing |

Mutual Fund Assets Rose in May

July 1, 2013 (PLANSPONSOR.com) – The combined assets of the nation’s mutual funds rose by $89.1 billion, or 0.6%, to $13.94 trillion in May.
Investing |

ETF Investors Increase Equity Exposure

June 25, 2013 (PLANSPONSOR.com) – A new report from State Street Global Advisors (SSgA) revealed that exchange-traded fund (ETF) investors increased their equity exposure during the first five...
Investing |

Participants Actively Move to Equities in May

June 18, 2013 (PLANSPONSOR.com) - After reaching a low during the month of April (0.024%), defined contribution plan participants’ daily transfer volumes increased significantly in May, according to...
Investing |

Target-Maturity Funds Up 5% in Q1 2013

May 14, 2013 (PLANSPONSOR.com) - Overall, target-maturity funds had a good first quarter in terms of performance and asset inflows, according to Morningstar’s Ibbotson Associates.
Investing |

Participant Transfer Activity Low in April

May 8, 2013 (PLANSPONSOR.com) - Defined contribution plan participants’ daily transfer volumes continue to decline since January—to 0.024% of balances per day in April, according to the Aon...
Investing |

Taxable-Bond Funds Top Asset Gatherers

April 17, 2013 (PLANSPONSOR.com) – In the first quarter of 2013, investors added $184.3 billion to long-term open-end mutual funds while redeeming $92.8 billion from money market funds,...
Investing |

Time to Consider Real Estate Investments

April 15, 2013 (PLANSPONSOR.com) - The past few years have seen a steady increase in real estate investments, according to Chuck Schreiber Jr., chief executive officer of KBS...
Investing |

Mutual Fund Expenses Fell in 2012

April 11, 2013 (PLANSPONSOR.com) – The downward trend in average expense ratios paid by investors in mutual funds continued during 2012, says a report from the Investment Company...