TITLE

On top for 2003: Small-cap and midcap growth

AUTHOR(S)
Appell, Douglas
PUB. DATE
February 2004
SOURCE
Pensions & Investments;2/9/2004, Vol. 32 Issue 3, p19
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
Small-capitalization and mid-capitalization growth stocks were the stars of the great equity market revival of 2003, according to the latest quarterly Pensions & Investments survey of mutual funds most used in defined contribution plans. In a sign of just how strongly the sector performed, Vanguard's Extended Market Index Fund, claimed sixth place in the survey, with a 12-month return of 43.43% through December 31. Managers of value equity and technology funds also delivered gains of 40% or more, while managers of high-yield fixed income and overseas bond funds posted returns in excess of 25%.
ACCESSION #
12322086

 

Related Articles

  • Passive funds see more action as index options gain popularity in DC. STEYER, ROBERT // Pensions & Investments;2/17/2014, Vol. 42 Issue 4, p4 

    The article discussed the results of Aon Hewitt's survey which showed that more passively managed equity investment options were added by defined contribution plan executives to their plans' lineups. Topics discussed include the move away from domestic large-capitalization equity index funds to...

  • More plans loosen rules on diversifying company stock. Feinberg, Phyllis // Pensions & Investments;4/4/2005, Vol. 33 Issue 7, p3 

    This article focuses on a survey by the journal "Pensions & Investments," and Deloitte Consulting LLC, according to which reacting to corporate scandals of recent years, 16% of defined contribution plan sponsors made their company stock diversification rules less restrictive in 2004, up from...

  • Fourth quarter took toll on 401(k) balances. Jacobius, Arleen // Pensions & Investments;2/5/2001, Vol. 29 Issue 3, p35 

    Reports the enthusiasm of firms to buy stocks despite an expected drop in average balance in the United States. Implication of increased investment of participant defined contribution; Impact of using asset allocation funds; Confirmation on concentrated participant contribution in equities.

  • Small, midcap funds keep chugging along. Appell, Douglas // Pensions & Investments;5/3/2004, Vol. 32 Issue 9, p17 

    Small-to-middle capitalization equity funds remained kings of the hill in the first quarter, maintaining their lead longer than some money managers had anticipated, according to a survey of mutual funds most used in defined contribution plans. The survey's top 10 equity funds all delivered gains...

  • A big turnaround. Appell, Douglas // Pensions & Investments;4/19/2010, Vol. 38 Issue 8, p13 

    The article focuses on mutual funds which are mostly used by defined contribution (DC) pension plans and enjoyed the gain of 28 percent. Managers with focus on high equity returns had gained. It informs that target-date offerings with the most DC money had combined client assets of Dollar 116.1...

  • Plan sponsors help limit frequent trading. Gottlieb, Jenna // Pensions & Investments;9/5/2005, Vol. 33 Issue 18, p47 

    This article reports that a growing number of money managers are working with defined contribution plan sponsors to help enforce trading guidelines to limit excessive trading of mutual funds. The board of the $6.5 billion New York State Deferred Compensation Plan, Albany, has had continuing...

  • WORLD BRIEFS.  // Pensions & Investments;2/9/2004, Vol. 32 Issue 3, p14 

    The Canadian$34.6 billion Ontario Municipal Employees Retirement System, Toronto, will increase its hedge fund investment by U.S. $228 million by the end of June 2004, bringing the plan's total hedge fund investments to about 2% of total assets, said Lawrence Newhook, portfolio manager,...

  • CHANGES AHEAD.  // Pensions & Investments;7/13/2015, Vol. 43 Issue 14, p0036 

    The article reports on various topics related to pensions and investment companies. Topics discussed include the search for an investment consultant for the three defined contribution plans in Hanover County, Virginia, the request for proposal (RFP) posted by the Illinois Teachers' Retirement...

  • Top plans heavy on sponsor stock. Jacobius, Arleen // Pensions & Investments;8/23/1999, Vol. 27 Issue 17, p19 

    Reports on the results of `Pension & Investments' survey of the 50 largest corporate defined contribution plans in the United States as of June 30, 1999. Investment of assets in the sponsor company's stock; Asset mix; Investment options offered.

Share

Read the Article

Courtesy of THE LIBRARY OF VIRGINIA

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics