Lipper

• Markets, Funds & Flows: Super Q1’13

  By Janet Levaux  |  April 29, 2013

  The Dow and S&P 500 indices reached all-time highs this first quarter of 2013, which boosted investor inflows and the performance of many equity fund categories, according to several reports released this week. The Dow Jones Industrial Average had returns of 11.25% for the quarter, while the S&P 500 returned...

• Equities Funds in Favor in Early ‘13

  By Janet Levaux, AdvisorOne  |  February 22, 2013

  Morningstar says that investors added $86.5 billion to long-term open-end mutual funds in January, with 72 of 93 open-end categories recording inflows.

• Fund Flows Top $30 Billion, Lipper Says

  By Janet Levaux, AdvisorOne  |  December 20, 2012

  The Dow Jones Industrial Average dipped 2.54% from its September closing value in October, while the NASDAQ Composite fell 4.46%

• 

  What Fund Flows in 2011 Mean for Investors in 2012

  By Janet Levaux, AdvisorOne  |  January 16, 2012

  A Lipper expert describes some important trends from last year and what they may signal for both advisors and investors this year.

• 

  Putnam Bets on Capital Preservation in ‘Floating-NAV World’

  By Gil Weinreich, AdvisorOne  |  November 3, 2011

  Investors have taken a trillion dollars in assets out of money market funds since the Lehman crisis in 2008 and now Putnam Investments is looking to create a new home for these discouraged investors seeking safety but balking at low yields.

• 

  Equity Funds Have Strong Q1’11, Lipper Data & Analysis Show

  By Janet Levaux, AdvisorOne  |  May 1, 2011

  Equity funds posted their third consecutive quarter of plus-side returns, gaining 5.14% in the first quarter of 2011, reports Tom Roseen.

• 

  Portfolio Products Round-Up: ‘Black Swan’ Events Saved Bonds in Q1, Lipper Says

  By Joyce Hanson, AdvisorOne  |  April 8, 2011

  In this week's AdvisorOne portfolio products round-up, we look at fund launches from Goldman, Arrow, Van Eck Global and ProShares.

• 

  Schwab’s Iachini Argues in Favor of All-ETF Portfolios

  By Joyce Hanson, AdvisorOne  |  January 10, 2011

  As the popularity of ETFs grows, some investors may want to consider all-ETF portfolios, says Charles Schwab Investment Advisory director Michael Iachini.

• Equity Funds Up 16.6% in 2010 on Big Q4 Gains

  By Janet Levaux, AdvisorOne  |  January 8, 2011

  Lipper data show that this fund group improved about 10.5% in the fourth quarter.

• ETFs Top Mutual Funds in Q4 Flows, Lipper Says

  By Janet Levaux, AdvisorOne  |  January 7, 2011

  Equity fund flows into ETFs were close to $37 billion vs. $18 billion for mutual funds in the fourth quarter of 2010.