Vanguard to Offer New Active Equity Fund
Vanguard plans to introduce its first actively managed equity fund that invests primarily in small- to mid-capitalization U.S. value stocks.
Tag: Equities
Hartford Equity Offering Gets New Name
The Hartford Mutual Funds renamed its Global Equity Fund as The Hartford Global Research Fund.
Money Managers See 2010 Growth
U.S. money managers participating in a recent Russell Investments poll are apparently an optimistic bunch, predicting equity markets still have room to grow during 2010.
Fund Managers Look toward Positive Returns in 2010
Investors expect moderate economic growth and solid returns in global equities in 2010, according to the BofA Merrill Lynch Survey of Fund Managers for December.
John Hancock Launches Small Company Fund
John Hancock Funds has completed the adoption of Fiduciary Management Associates’ FMA Small Company Portfolio, and has launched it as the new John Hancock Small Company Fund (JCSAX).
BofA Merrill: Economy Will Gather Momentum in 2010
In its annual investment outlook, BofA Merrill Lynch Global Research projected above-consensus GDP growth and a bullish outlook for equities.
Participants not Fully Reaping Benefits of Market Rebound
Plans in the Callan DC Index underperformed the average comparable (2030) target-date fund last quarter, and the difference in allocations to equity could explain why.
Equities Look Good for 2010
The stock market is poised to perform fairly well in 2010, according to portfolio managers at T. Rowe Price.
T. Rowe Reaffirms Target-Date Strategy
Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.
Financial Advisers Somewhat Optimistic about Economy
Financial advisers are split over whether the recession has ended, according to the latest Brinker Barometer.
Investors Choose International over Domestic Equities
For the third consecutive month, investors deposited a $40 billion-plus amount into bond funds, bringing year-to-date bond fund flow volumes to an enormous $330 billion, according to data...
Fund Managers’ Risk Appetite on the Rise
The latest Bank of America (BofA) Merrill Lynch Fund Manager Survey found that risk appetite among investors is tip-toeing upward.
ING: Expect ‘Lackluster’ Recovery for 2010
The good news is that the economy will see growth in 2010—but it will be modest, said Paul Zemsky, head of asset allocation and multi-manager investments at ING...
Equity Outflows Go to Fixed Income
A new Morningstar mutual fund flow report for October shows that most of the money investors yanked during the 2008 downturn from equity funds has been directed to...
Value Trumps Growth in Q3
A Mercer study found value funds outperformed growth funds in the third quarter, as the median large-cap value fund posted a gain of 16.3% compared to a gain...
401(k) Investors Exit Bonds, Equity at Same Pace
Retirement plan investors seemed of two minds in October, with asset transfers out of 401(k) plans showing equal numbers favoring equities as fixed income, according to the latest...
Investors Choose Bond Funds in September
Investors deposited a record $50 billion on a net basis into bond funds in September, bringing year-to-date bond fund flow volumes to $290 billion, according to Strategic Insight...
The Case for Equities
As many investors are still underweight equities, the logical thing to do is rebalance back toward equities, said David Kelly, managing director, chief market strategist for J.P. Morgan...
Desire for Advice Influenced Retirement Money Movement
A new analysis shows that, contrary to popular opinion, mass affluent consumers were not passive during the difficult financial environment of 2008 and 2009.