TITLE

STAT BANK

PUB. DATE
March 2004
SOURCE
Journal of Financial Planning;Mar2004, Vol. 17 Issue 3, p21
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article presents several financial-related statistics in the U.S. as of March 2004. The Dow Jones gained 43.5 percent from a low on October 9, 2002, to its close on December 31, 2003. The Standard & Poor's 500 gained 80 percent of stocks in 2003. The euro rose 20 percent against the U.S. dollar in 2003. Apex Mid Cap Growth has gained 165 percent in 2003. There is an estimated 12 mutual funds whose return for 2003 was 100 percent or more, versus 66 funds in 1999. The participation rate for 401(k) plans in 2003 was 72.6, down 3.6 percent from 2002.
ACCESSION #
12478257

 

Related Articles

  • Muni Funds Stagnate in March, Gaining Only $18 Million. Fine, Jacob // Bond Buyer;5/2/2003, Vol. 344 Issue 31627, p6 

    Municipal bond mutual fund net inflows in the U.S. were reduced to 18 million dollars in March 2003, coming to a near stop despite witnessing an increase in February, according to Investment Company Institute. The funds accounted for a net inflow of 1.73 billion dollars in February. The funds'...

  • How to earn a safe 10% on your money. Wang, Penelope // Money;Dec1994, Vol. 23 Issue 12, p90 

    Presents 11 investments in stocks and mutual that can yield ten percent or more over the next twelve months. Keycorp; Citizens Utilities B; Duke Realty; Cable & Wireless; Bristol-Myers Squibb; Barnett Bank; CGM Realty; Fidelity Convertible; Lindner Utility; MAS Value; Janus Worldwide.

  • A Stock--Picking Renaissance. McReynolds, Rebecca // On Wall Street;Dec2002, Vol. 12 Issue 12, p46 

    Presents the views of several financial consultants regarding investment in stocks. Strategies of advisor Richard Johnson; Advice of U.S. Bancorp Piper Jaffray's Gregg Mekler on asset management; Discussion on mutual funds.

  • Tough lessons for investors.  // Finance Week;05/12/2000, p48 

    Focuses on the merit of investing in a single investment house where the cost of switching is low. Case of Standard Bank's mutual fund in South Africa; Risks involved in investing in South Africa-based equity funds.

  • ASK PAUL.  // Money (Australia Edition);Mar2009, Issue 110, p40 

    The article presents answers to a married man who is planning to invest in shares or managed funds.

  • Decisions Decisions. McKinney, Jeffrey // Black Enterprise;Nov2000, Vol. 31 Issue 4, p130 

    Discusses several factors that should be considered in choosing to invest between stocks or mutual funds. Biggest risk of investing; Strongest reasons investors should consider purchasing individual shares; Overview on the art of portfolio building.

  • When to unload a stock or fund. Altfest, Lewis J. // Medical Economics;04/24/2000, Vol. 77 Issue 8, p50 

    Gives advice on how investors can approximate the time for unloading stocks or mutual funds. Mistake of using a drop in stock price as an absolute sell signal; Research on the reason for the decline of the stocks; Evaluation of the financial statements.

  • Burkenroad performance impressive to fund analysts. Roberts, Deon // New Orleans CityBusiness (1994 to 2008);12/27/2004, Vol. 25 Issue 26, p5 

    Reports on the performance of the Hancock Horizon Burkenroad Fund in the U.S. Factors contributing to the increased value of mutual fund; Stocks in the mutual fund; Growth in the number of shares of outstanding stocks.

  • Bad management not limited to mutual funds. Leckey, Andrew // Journal of Business (10756124);12/11/2003, Vol. 18 Issue 25, pA24 

    Discusses the management of investments in mutual funds and individual stocks in the U.S. Run-ins of fund and stock advisers with government regulators; Complacency and lack of oversight in mutual fund management; Effects of mutual fund scandals; Leadership of small-cap stocks.

  • Stocks vs. Mutual Funds. Stav, Julie // Hispanic;Sep2000, Vol. 13 Issue 9, p78 

    Suggests ways for managing stocks and mutual funds. Tips for investing in stocks and mutual funds; Comparison between the two.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

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

Try another library?
Sign out of this library

Other Topics