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Stock Funds

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BUSINESS
June 1, 1989 | By Glenn Burkins, Inquirer Staff Writer
Mutual-fund sales, depressed since the 1987 stock market crash, got a much- needed boost in April from rising stock and bond prices, according to a report issued yesterday. Sales of stock, bond and income funds totaled $9.1 billion in April, up from $8.8 billion in March and $9.0 billion in April 1988. The sales figures did not include funds that invest in short-term securities. But the really big news in April was that investors, for the first time in more than 18 months, showed strong signs that they may be ready to re-enter the stock market.
BUSINESS
June 4, 2000 | FROM INQUIRER WIRE SERVICES
Even before Friday's surprising news that private-sector employment declined in May, stock mutual funds showed gains for the year in every category, erasing earlier year-to-date losses. According to data from Lipper Inc., diversified U.S. stock funds were up 1.30 percent for the year through June 1. In the week ended Thursday, all 42 of the stock fund categories tracked by Lipper showed positive returns. A week before, diversified funds were down 4.37 percent for the year.
BUSINESS
April 8, 1991 | By Glenn Burkins, Inquirer Staff Writer
Explosive. That's the only way to describe the performance of stock mutual funds in the first quarter of 1991. In their best quarterly showing in four years, stock funds soared an average 17.19 percent between Jan. 1 and March 30. It was more than enough to erase 1990 losses. "Investors have swung from the fear of a market collapse to the enthusiasm of new highs in under six months," said A. Michael Lipper, president of Lipper Analytical Services, a New York firm that tracks the performance of about 1,872 mutual funds.
BUSINESS
October 9, 1989 | By Glenn Burkins, Inquirer Staff Writer
After two straight quarters of strong growth this year, stock mutual funds did the unexpected in the third quarter: They recorded even higher average returns, a whopping 9.21 percent. Some industry experts had predicted a second-half slowdown for stock-based mutual funds, and most said it probably would begin in the third quarter. But if the latest results are an indication, some of the so-called experts may have to adjust their earlier notions. "I think everybody is a bit surprised by the strong equities market this year," said Joe Mansueto, president of Morningstar Inc., a Chicago firm that tracks mutual fund performance.
BUSINESS
March 21, 1988 | By Charles V. Zehren, Inquirer Staff Writer
When Lilia C. Clemente started her money-management firm in 1976, she had only one account, with $5 million. Today Clemente Capital Inc. invests about $400 million around the world for a wide variety of clients and monitors $2.6 billion for a Japanese insurance company. Clemente's investment performance has no doubt served as a magnet for investors. Over the last five years the New York firm's global stock funds have posted a compounded annual return of 26.6 percent. That compares with 18 percent for Lipper Analytical Services' universe of about 30 global funds (funds that invest in U.S. and foreign stocks)
BUSINESS
March 22, 2001 | By Miriam Hill INQUIRER STAFF WRITER
Investors yanked $11.4 billion from stock mutual funds in February - the biggest net withdrawals ever. It also was the first time since the global financial crisis of August 1998 that investors had redeemed more money from stock funds than they added. Investors sought haven from falling stock prices in money-market funds, which gained about $46 billion last month, and in bond funds, which saw net purchases of about $1.5 billion. February's redemptions marked only the third period since 1990 when investors withdrew more money from stock funds than they added, researcher Lipper Inc. said.
BUSINESS
September 2, 2001 | By Joseph N. DiStefano INQUIRER STAFF WRITER
The slump in the U.S. economy has sent nervous stock market investors looking for other places to park their savings - while more borrowers than ever are begging the courts to forgive their debts. Last week's signs weren't encouraging. Unemployment hit a nine-year high, with an estimated 100,000 factory workers fired in August. Economic growth fell to an eight-year low, and more companies warned of lower profits. The stock market indexes could react to the dreary news only one way: By Friday they had sunk 4 to 5 percent.
BUSINESS
May 2, 2001 | By Miriam Hill INQUIRER STAFF WRITER
Investors yanked more money out of stock mutual funds in March than ever before, but early estimates show that investors were buying those funds again in April as the market rallied. The $20.6 billion that investors withdrew in March was the largest amount ever in dollar terms, according to the Investment Company Institute, a fund trade group. But it was just 0.56 percent of total stock-fund assets. On a percentage basis, October 1987 remains the worst month ever for withdrawals.
BUSINESS
October 7, 2012 | By Mark Jewell, Associated Press
BOSTON - Index mutual fund investors are a cost-conscious bunch. Rather than seek out managers with a good shot at beating the market, they parse tiny differences in fund expenses. Index funds are cheaper because no one is being paid to pick stocks. Every cent that doesn't end up in someone else's pocket counts, the thinking goes. If that's your mindset, you'll want to pay attention to an aspect of index fund expenses that's drawing greater scrutiny: fees that fund companies pay to license benchmark indexes.
NEWS
March 13, 2012 | ASSOCIATED PRESS
BOSTON - Managers of stock mutual funds had an unusually tough time beating the market last year, with fewer than one in five achieving that goal, a study found. That's the lowest number in the 10 years that the study has been conducted. About 84 percent of U.S. stock funds that are actively managed, rather than passively tracking an index, underperformed versus the Standard & Poor's indexes representing the market segment the funds invest in. That's according to S&P Indices, which released its 10th annual fund performance scorecard yesterday.
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ARTICLES BY DATE
BUSINESS
December 5, 2013 | By Erin E. Arvedlund, Inquirer Columnist
Hard to believe, but as of Wednesday, there are fewer than 20 trading days left in the year. So, if you want to take profits in your stock portfolio, now would be the time. Almost all major asset classes except commodities have posted gains this year: The S&P 500 equity gauge has rallied 26 percent, on pace for its biggest annual gain since 2003, and reached an all-time high on Nov. 27. The 2014 market is unlikely to match 2013's stellar gains. "Equities may post further gains in the year ahead, despite the strong runup this year and the abiding potential for some pullback," notes Sage Financial Group, of West Conshohocken, in its latest note to investors.
BUSINESS
March 16, 2013 | By Matthew Craft, Associated Press
NEW YORK - The Dow Jones industrial average reached another milestone Thursday, recording its longest winning streak since 1996. The index rose for the 10th straight day, gaining 83.86 points to close at 14,539.14. That's an increase of 0.6 percent. The Standard & Poor's 500 index closed within two points of its all-time high, reached in October 2007. The S&P 500 index gained 8.71 points to 1,563.23, a gain of 0.6 percent. The Nasdaq composite rose 13.81, or 0.4 percent, to 3,258.93.
BUSINESS
February 1, 2013 | By Steve Rothwell, Associated Press
NEW YORK - The Dow had its best start to the year in almost two decades. The Dow Jones industrial average ended the month up 5.8 percent, its strongest January since 1994, according to S&P Capital IQ data. The Standard & Poor's 500 finished the month 5 percent higher, its best start to the year since 1997. Stocks have benefited as investors put money into equities in January. By one measure, the monthly flow into stock funds was the largest in nine years. Strategic Insight said Thursday that about $51 billion in net deposits was moved into stock funds and so-called hybrid funds, which invest in a mix of stocks and bonds - the most since $56 billion in January 2004.
BUSINESS
January 6, 2013 | By Mark Jewell, Associated Press
The stock market posted impressive returns last year, even with the presidential election and the resulting political gridlock - a welcome change from 2011, when the market rose only slightly. The two top-performing stock mutual funds posted returns greater than 35 percent, more than twice the gain of the broader market. But go back further than last year and their recent strength doesn't look as impressive. Both funds performed dismally in 2011. For long-term investors, it's a reminder of the importance of patience.
NEWS
December 28, 2012 | ASSOCIATED PRESS
NEW YORK - Andrew Neitlich is the last person you'd expect to be rattled by the stock market. He once worked as a financial analyst picking stocks for a mutual fund. He has huddled with dozens of CEOs in his current career as an executive coach. During the dot-com crash 12 years ago, he kept his wits and did not sell. But he's selling now. "You have to trust your government. You have to trust other governments. You have to trust Wall Street," says Neitlich, 47. "And I don't trust any of these.
BUSINESS
October 7, 2012 | By Mark Jewell, Associated Press
BOSTON - Index mutual fund investors are a cost-conscious bunch. Rather than seek out managers with a good shot at beating the market, they parse tiny differences in fund expenses. Index funds are cheaper because no one is being paid to pick stocks. Every cent that doesn't end up in someone else's pocket counts, the thinking goes. If that's your mindset, you'll want to pay attention to an aspect of index fund expenses that's drawing greater scrutiny: fees that fund companies pay to license benchmark indexes.
BUSINESS
September 13, 2012 | By Matthew Craft, Associated Press
NEW YORK - The stock market edged higher Wednesday as attention shifted from a German court decision on participation in a European rescue fund to the Federal Reserve, which began a big two-day meeting. Germany's highest court ruled that the country could contribute to Europe's $640 billion rescue fund to help indebted governments, an issue that was "more speed bump than hurdle," Dan Greenhaus, chief global strategist at the brokerage BTIG, told clients. The Dow Jones industrial average climbed 9.99 points to close at 13,333.35, a four-year high.
NEWS
September 7, 2012 | ASSOCIATED PRESS
NEW YORK - The last time the stock market was this high, the Great Recession had just started, and stocks were pointed toward a headlong descent. But on Thursday, the Dow Jones industrial average hit its highest mark since December 2007, and the Standard & Poor's 500 index soared to its highest level since January 2008 in a rally that seemed destined to mark a milestone: American stocks have come almost all the way back. A long-anticipated plan to support struggling countries in the European Union provided the necessary jolt, and the gains were extraordinarily broad.
BUSINESS
June 17, 2012 | By Mark Jewell and associated press
BOSTON — Could the international investments in your mutual fund portfolio be setting you up for a summer of anxiety, rather than rest and relaxation? Recent headlines suggest it's time to stay alert. Now may also be a good time to review whether a lower-risk approach is in order. Consider that stocks lost much more overseas in May than they did here. The 6 percent drop in the Standard & Poor's 500 index was the smallest decline among more than two dozen developed markets around the globe.
NEWS
March 13, 2012 | ASSOCIATED PRESS
BOSTON - Managers of stock mutual funds had an unusually tough time beating the market last year, with fewer than one in five achieving that goal, a study found. That's the lowest number in the 10 years that the study has been conducted. About 84 percent of U.S. stock funds that are actively managed, rather than passively tracking an index, underperformed versus the Standard & Poor's indexes representing the market segment the funds invest in. That's according to S&P Indices, which released its 10th annual fund performance scorecard yesterday.
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