Tag: Fixed income

Charles Schwab has agreed to pay $35 million to settle a California state court suit over the Schwab YieldPlus Fund.

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

Stock and bond funds experienced net inflows of $70 billion in March, according to the Financial Research Corporation (FRC).

Charles Schwab has become a “preferred retail dealer” for J.P. Morgan, the firms announced.

Charles Schwab Corporation has agreed to pay $200 million to settle federal securities law claims in a civil class-action lawsuit related to the Schwab YieldPlus Fund.

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.

DoubleLine Funds Trust will launch two open-end mutual funds on Tuesday.

Retirement Plan Advisory Group (RPAG), an alliance of retirement plan advisers, said Gabriel Kass has joined its investment team as an investment analyst, specializing in fixed-income investments.

U.S. mutual fund investors put an estimated $30 billion into stock and bond mutual funds in February, according to Strategic Insight (SI), an Asset International Company.

Throughout much of the 2009 market rally, activity as measured by fund flows within the Callan DC Index, was above average as participants sought to increase their exposure...

For a change, 401(k) participants who realigned their balances didn’t seem to be tracking the market.

Most mutual fund investors did not abandon stocks during the market decline of 2008 to 2009, but, unlike previous recoveries, have not shown considerable interest in adding to...

A new report from Morningstar warns those who flocked to bond funds in 2009 that even those investments aren't immune to volatility.

The latest BofA Merrill Lynch survey found that fund managers are retreating into cash as skepticism rises over economic recovery in Europe and China.

Mutual funds saw inflows of $44.5 billion in January, according to estimates from Morningstar, Inc.

U.S. mutual fund investors poured an estimated $46 billion into stock and bond mutual funds in January, according to Strategic Insight (SI), an Asset International company.

Bond funds saw inflows of $29 billion in December, according to Strategic Insight (SI), an Asset International company.

Mercer’s fourth-quarter 2009 Defined Contribution Universe Summary found gains in all equity markets during the period.

Progress in November helped bring year-to-date net flows worldwide to $825 billion—reaching full-year gains made in 2007, according to data from Strategic Insight (SI), an Asset International company.

U.S. investors’ use of bond mutual funds reached record levels in 2009.