September 2005
Journal of Financial Planning;Sep2005, Vol. 18 Issue 9, p26
Academic Journal
This section presents statistical information about the financial sector in the U.S. as of September 2005. Robert Brody has managed the American Growth Fund for 47 years. The mutual fund posts 7.3 percent of annual return for the span of 47 years. Meanwhile, in 2004, 11 percent of the 1,000 largest companies offering traditional pensions terminated their plan or froze benefit accruals. In the same year, a 5 percent increase in charitable donations in inflation-adjusted dollars was recorded.


Related Articles

  • Liquidity, Investment Style, and the Relation between Fund Size and Fund Performance. Yan, Xuemin (Sterling) // Journal of Financial & Quantitative Analysis;Sep2008, Vol. 43 Issue 3, p741 

    Using stock transactions data along with detailed stockholdings for a comprehensive sample of U.S. actively managed equity mutual funds from 1993 to 2002, this paper empirically examines the effect of liquidity and investment style on the relation between fund size and fund performance....

  • Mutual Fund Scorecard.  // Money Management Executive;2/25/2008, Vol. 16 Issue 8, p14 

    Several tables are presented featuring the market performance scorecard of mutual funds in the U.S. including the top-ranked equity funds, fixed-income funds performance and long-term open-funds top 50 groups.

  • The effects of portfolio size on international equity home bias puzzle. Ni, Jinlan // International Review of Economics & Finance;Jun2009, Vol. 18 Issue 3, p469 

    Abstract: This paper investigates a new explanation for the international equity home bias puzzle based on an endogenous asymmetric information model. Using a cross-sectional mutual fund data set, it is found that the degrees of home bias across fund managers are negatively correlated to the...

  • JP Morgan Set To Open Cash Plus Fund.  // Emerging Markets Monitor;6/6/2005, Vol. 11 Issue 9, p4 

    Unveils the plan of JP Morgan Asset Management to launch a cash plus funds investment vehicle in 2005. Features of the investment.

  • How to Buy a Sector Fund. Kinnel, Russel // Morningstar FundInvestor;Apr2008, Vol. 16 Issue 8, p1 

    The article offers tips on how to choose a good sector fund. It suggests applying expense ratios, strong management, and sound strategies. It recommends limiting to one or two sector funds total. Furthermore, the author advises looking for expertise in the sector fund or a diversified manager...

  • How we uncovered the outperformers. Keown, Deidre // Money Management;6/3/2004, Vol. 18 Issue 19, p21 

    Focuses on the aim of the Portfolio Construction Forum Managed Funds Outperformance Report to uncover funds that have consistently outperformed peers over time. Analysis of the returns outperformance of wholesale Australian equity funds; Use of rolling returns as representative of fund's return...

  • Young managers outperform, but the shine can fade. Keown, Deidre // Money Management;6/3/2004, Vol. 18 Issue 19, p22 

    Looks at the results of the Portfolio Construction Forum Managed Funds Outperformance Report, which tested funds and market indices in Australia over varying time period and market conditions. Calculation of the rolling average monthly, quarterly and annual returns since inception to March 31,...

  • Researcher's commentary: Funds more than five years old. Keown, Deidre // Money Management;6/3/2004, Vol. 18 Issue 19, p28 

    Highlights the funds that have less than five-year data history to March 31, 2004. Rolling average annual returns since inception for funds at least five years old; Contraction of returns with the removal of younger funds; Top fund in the average annual rolling returns since inception stakes.

  • Bridging the MDP Generation Gap. Overway, Curtis L. // Money Management Executive;4/19/2004, Vol. 12 Issue 16, p8 

    Focuses on the new generations of multiple discipline portfolios (MDPs). Consideration of MDP as a transition product from mutual funds to separate accounts; Proof of MDP being a sophisticated wealth management solution; Categorization of MDPs by generations and representation of each...


Read the Article


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

Try another library?
Sign out of this library

Other Topics