Tom Roseen

• 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...

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  Market Drives Record Fund Flows, Higher Returns in Q1

  By Janet Levaux, AdvisorOne  |  April 3, 2013

  Equity funds’ strong performance leads to dramatic ETF flows in March.

• 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%

• Equity Funds Rose Nearly 9% in ‘Q4; They Declined 6%, Though, in 2011

  By Janet Levaux, AdvisorOne  |  February 1, 2012

  The last few months of 2011 entailed sovereign-debt issues in Europe, partisan gridlock and other tough scenarios, but the average equity fund still improved 8.73 percent in fourth quarter, according to Lipper.

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  Equity Funds Off 6% in ’11: Lipper Reports

  By Janet Levaux, AdvisorOne  |  January 5, 2012

  The last few months of 2011 entailed sovereign-debt issues in Europe, partisan gridlock and other tough scenarios, but the average equity fund still rose 8.73% in the fourth quarter, according to Lipper.

• Funds Decline Nearly 17.5 percent in Q3’11

  By Janet Levaux, AdvisorOne  |  October 26, 2011

  In the third quarter of 2011, equity funds posted declining results for the second quarter in a row and dropped 17.44 percent, reports Lipper, with world-equity funds (–20.44 percent) trailing three other broad Lipper categories: mixed-equity funds (–10.08 percent), U.S. diversified-equity funds (–16.67 percent) and sector-equity Funds (–15.36 percent). The...

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  $20 Billion Seen in Weekly Fund Outflows, Report Says

  By Janet Levaux, AdvisorOne  |  October 7, 2011

  Eight of the nine major equity fund groups tracked by EPFR Global posted outflows during the week ending Oct. 5, the research group said Friday, as did six of the seven major fixed-income fund groups and five of the nine major sector fund groups that include ETFs.

• Equity Funds Drop 0.20 percent in ‘Q2

  By Janet Levaux, AdvisorOne  |  July 26, 2011

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  'Nervous Investors' Redeem $42 Billion From Funds in June

  By Janet Levaux, AdvisorOne  |  July 20, 2011

  Equity funds saw $22 billion in outflows, but bond funds drew $21 billion.

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  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.