Investing

Investing |

DC Plans Have 8.4% Q3 Showing

December 6, 2010 (PLANSPONSOR.com) – Plans in the Callan DC Index recovered lost ground in the third quarter, returning 8.4% on average.
Investing |

REITs Lose Ground in November

December 3, 2010 (PLANSPONSOR.com) – REITs nearly tripled the performance of the S&P 500 Index in the first 11 months of the year, although they lost ground in...
Investing |

Master Trusts See Positive Q3 2010

November 19, 2010 (PLANSPONSOR.com) - The median return of the BNY Mellon Master Trust Universe was 8.48% for the third quarter of 2010, reversing course from the -4.87...
Investing |

529 Plan Assets up 8.5% in Q310

November 18, 2010 (PLANSPONSOR.com) – Total 529 college savings plan assets increased to an estimated $127 billion as of 3Q10, reflecting an 8.5% increase from 2Q10 assets of...
Investing |

International Funds Shine in 2010

November 10, 2010 (PLANSPONSOR.com) – Led by robust demand for bond funds, the global mutual fund industry is on pace for $850 billion in net inflows to stock...
Investing |

Funds Take in $26B in October

November 10, 2010 (PLANSPONSOR.com) – Investors contributed $26.8 billion to long-term mutual funds in October, about twice the previous month's tally, according to the latest Morningstar fund flow...
Investing |

ETFs End October at $925 Billion

November 8, 2010 (PLANSPONSOR.com) – October ETF industry assets rose $39.9 billion, up 4.5%, to $925 billion, according to the latest data from State Street Global Advisors (SSgA).
Investing |

Endowments Ahead 12.6% for FY 2010

November 3, 2010 (PLANSPONSOR.com) – Preliminary data from U.S. colleges and universities indicate that these institutions’ endowments returned an average of 12.6% for the 2010 fiscal year.
Investing |

REITs Enjoying Strong 2010

November 2, 2010 (PLANSPONSOR.com) – REITs continued their strong rally through October, and REIT total returns year-to-date through October 31 were triple those of the S&P 500 for...
Investing |

Target-Date Funds See Positive Q310

October 26, 2010 (PLANSPONSOR.com) –  As a result of a Q310 turnaround in equity returns as well as continued positive performance in the fixed-income market, target maturity funds...
Investing |

Plans up 8% in Q310

October 26, 2010 (PLANSPONSOR.com) – The median return of the State Street Universe (SSU) of total plans rose 8% in the third quarter of 2010, following the 4.4%-loss...