Tom Roseen

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  Equity Funds Have Strong Q1 in ’11

  By Janet Levaux, AdvisorOne  |  April 14, 2011

  Equity mutual funds grew by $50 billion in the first three months of 2011, as fixed-income funds attracted more than $34 billion.

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  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.

• Muni Bonds Fall for 13th Straight Week

  By Danielle Andrus, AdvisorOne  |  February 14, 2011

  Muni bond outflows reached $1.2 billion in the week ending Feb. 9, compared with $1.1 billion in the prior period. Net outflows since mid-November are at $21.67 billion.

• 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.

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  Equity Mutual Funds to End 2010 Up More Than 16%, Lipper Reports

  By Janet Levaux, AdvisorOne  |  December 29, 2010

• Fund Results: Strong Third Quarter

  By Janet Levaux, AdvisorOne  |  November 1, 2010

  The KBW Fund Performance Tracker found that equity funds for the 21 asset managers it followed were up about 9.1 percent in September and roughly...

• Funds Struggle in Second Quarter

  By Janet Levaux, AdvisorOne  |  August 1, 2010

  With U.S. markets off roughly 6-13 percent in the second quarter of 2010, very few funds were able to carve out positive results, according to...

• Equity Funds, Bonds Poised for Better Third Quarter, Lipper Analysts Say

  By Janet Levaux, AdvisorOne  |  July 9, 2010

  Lipper research managers say the weak equity fund performance of the second quarter could be behind us and that fixed-income funds may continue to produce positive results this quarter.

• Equity Funds, Bonds Poised for Better Third Quarter

  By Janet Levaux, AdvisorOne  |  July 9, 2010

  Lipper analysts see strong corporate earnings and recent flows into bond funds as good signs for the second half of 2010.

• Investors Leaving Money Markets, As Flows Go to Bonds, Equities

  By Janet Levaux, AdvisorOne  |  June 1, 2010

  According to the latest Lipper research, investors withdrew nearly $150 billion from money market funds in March, their 14th straight month of net redemptions. They...