Dalbar Inc.

• Future Shock: How Can Investors Respond to Changing Demographics?

  By Staff Writer  |  July 22, 2005

  Like the rest of the developed world, the U.S. faces some dramatic changes in demography, which may drastically impact the government's budget, the fate of...

• Net New Cash Into Stock Funds Fell Sharply in April: ICI

  By Staff Writer  |  May 31, 2005

  Cash flow into the nation's stock funds was cut by nearly half in April compared to May, according to data released today by the Investment Company Institute (ICI). Equity portfolios took in about $8.8 billion in net new cash in April, versus inflows of $15.1 billion in March. The ICI...

• Should Your 401(k) Plan Include ETFs?

  By Staff Writer  |  May 17, 2005

  May 13, 2005 -- It's no secret that exchange-traded funds (ETFs) have caught the fancy of investors. ETF assets have soared to about $229 billion...

• Net New Cash Into Stock Funds Weakened in March: ICI

  By Staff Writer  |  May 2, 2005

  April 28, 2005 -- Cash flow into stock funds declined in March compared to the prior month, according to data released today by the Investment...

• Net New Cash Into Stock Funds Eased in January: ICI

  By Staff Writer  |  February 28, 2005

  Feb. 24, 2005 -- Cash flow into stock funds slowed down somewhat in January compared to the prior month, according to data released today by...

• Net New Cash Into Stock Funds Dropped in December: ICI

  By Staff Writer  |  February 1, 2005

  Jan. 28, 2005 -- Cash flow into stock funds was cut roughly in half in December compared to the prior month, according to data released...

• Net New Cash Into Stock Funds Tapers Off In July: ICI

  By Staff Writer  |  August 31, 2004

  Aug. 30, 2004 -- Investors continued to pour money into equity funds during July, but at a somewhat slower rate compared to the prior month. Stock funds received a $9.46 billion in net new cash, down from $10.40 billion in June, according to the Investment Company Institute. Bond funds improved...

• Cash Flows Into Stock Funds Surged in January: ICI

  By Staff Writer  |  March 5, 2004

  Feb. 27, 2003 -- Stock funds posted a net new cash inflow of $43.76 billion in January, compared with the $14.18 billion inflow recorded in...

• Stock Funds Continue to Attract Cash in May: ICI

  By Staff Writer  |  June 30, 2003

  June 26, 2003 -- Equity funds continued to receive healthy cash flows from investors in May, though at a somewhat slower rate than the prior...

• The Impact of New Tax Laws on Mutual Funds

  By Staff Writer  |  June 24, 2003

  June 20, 2003 -- The new tax laws passed by the Federal Government may have a significant impact on mutual funds, so it's important for...