• Exclusive Online Only Content
• Free Daily Email News Alerts
• Asset Management Blogs

Performance

Canadian Activist Group Tells Investors: Get Out of Money Funds

March 12, 2010 - FAIR Canada cites minimal returns and high fees.

401(k) Balances Bouncing Back

March 8, 2010 - Younger workers’ portfolios are faring the best due to the market’s relatively bigger impact on smaller balances.

Only 1% Bailed Stock Funds at Height of Volatility

March 5, 2010 - But unlike other rebounds, investors are steering clear of equities, putting $340 billion to work in bond funds instead.

T. Rowe Price Execs Took Pay Cut in 2009

March 5, 2010 - Management took big compensation cuts as firm's assets fell.

Berkshire Beats Entire Fund Universe

March 5, 2010 - Over Past 45 Years Only two funds, Fidelity Magellan and Templeton Growth, come anywhere close.

ETF Assets Sink 5.8% in January to $730 Billion

March 2, 2010 - The decline was mostly driven by the 3.6% drop in the S&P 500.

Hedge Fund Assets Grew 62% in 2009 to $1.96 Trillion

March 2, 2010 - Inflows of $448 billion last year were the biggest on record.

U.S. News Creates Portal Scoring 4,500 Mutual Funds

March 1, 2010 - The website integrates ratings from five companies.

Average 401(k) Balance Rose 28% in 2009, Fidelity Reports

February 17, 2010 - Over the past 10 years, participants who stayed the course saw their balances increase 150%.

AllianceBernstein Gives Target-Date Funds 20% Leeway to Manage Risk

February 17, 2010 - The funds will have the ability to move more heavily into bonds and cash.

UBS Wealth's Outflows Keep Rising

February 11, 2010 - The company blames outflows of $11.2 billion in the fourth quarter on departing advisers.

Seven of the 10 Worst-Performing Funds in January Track Mining Stocks

February 11, 2010 - Even though some investors believe in alternative energy funds because of government incentives, gold is losing its glitter.

Consumer Confidence Index Tumbles 34%

February 5, 2010 - The index fell sharply in February, RBC reports.

Defined Benefit Plans Beat 401(k) Returns By More Than 1%

February 3, 2010 - Towers Watson studied returns between 1995 and 2007.

Putnam Ranked No. 1 Fund Family by Lipper/Barron’s

February 1, 2010 - The fund company delivered strong performance across a variety of asset types.