Tag: Equities

Russell Investments has posted its official lists of companies that are set to join or leave the broad-market Russell 3000 Index when its U.S. equity indexes are reconstituted...

Putnam Investments will be launching a suite of three U.S. multi-cap equity funds, available by late September 2010.

Investors responded to worrisome economic events in May by yanking $13.2 billion from equity funds.

Despite the return of extreme volatility to financial markets, U.S. mutual fund investors withdrew a net of roughly $7 billion from stock and bond mutual funds in...

Fifty percent of those participating in a recent personal finance poll said they have significant regrets about how they’ve handled their financial situation.

As the Dow Jones Industrial Average slid more than 7% in May, 401(k) participant transfers became strongly fixed income-oriented, according to the results of the Hewitt 401(k) Index.

Commissions paid by institutional investors to brokers on trades of U.S. equities are falling far short of projections to this point in 2010, according to Greenwich Associates.

Pershing LLC, a BNY Mellon company, has launched an educational initiative about international investing to help its introducing broker/dealer (IBD) and independent registered investment adviser (RIA) customers capitalize...

New research from The Vanguard Group suggests the watch phrase for equity investors should be: if it sounds too good to be true, it probably is.

Sixty-four open-end exchange-traded funds (ETFs) were filed in April, according to the new Fund Filings Review from Strategic Insight, an Asset International company.

Investors have sought refuge in U.S. markets in the week that eurozone states delivered a financial package to allay sovereign debt concerns, according to the BofA Merrill Lynch...

U.S. open-end mutual funds gathered almost $41 billion in assets during April, according to Morningstar Direct Fund Flows.

401(k) participant transfers were strongly equity-oriented in April, according to the Hewitt 401(k) Index.

State Street has developed a suite of money-market fund services designed to help advisers comply with new amendments to the Rule 2a-7 regulations governing money-market funds.

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

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...

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.

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...

PIMCO is launching the PIMCO EqS Pathfinder Fund, the first actively managed equity strategy in the PIMCO Equity Series (EqS).

The overwhelming majority (91%) of surveyed financial advisers said they have made changes to their clients’ retirement portfolios, and many are looking toward guaranteed income products.