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- Bad Fund Picking Advice from Barron's
- There was an interesting article on the Barron's website this past week. In it, Randall Forsyth wrote that after examining the most recent three-, five-, and ten-year returns for the 40 largest mutual funds, "one is struck in finding [that] so few underperformed [the Vanguard 500 Index Fund.]" ...
- Blog posts 2009-06-08
Additional Resources
- Reuters web launch gives IFAs access to Lipper data.
- Reuters has launched a website for IFAs offering access to Lipper data and analysis on more than 14,000 funds. Reuters has launched a website for IFAs offering access to Lipper data and analysis on more than 14,000 funds.
- Research articles 2004-11-01
- Fund-rating race to get hot as lipper adds categories: set to vie with Morningstar with its Leaders data.
- Expect the mutual-fund-rating race to heat up this summer. That's when Lipper Inc. in New York plans to add three new mutual fund categories to its Lipper Leaders rating system, available through the website lipperleaders.com. It's...
- Research articles 2002-05-13
- Lipper study miffs some firms; Commission cost data misleading, they say.(News)
- Byline: Sara Hansard A Lipper Inc. study to be published this week, which shows that many mutual funds have high commission costs, has drawn a mixed reaction, with some fund companies taking issue with what they contend are misleading data. ...
- Research articles 2004-02-23
- Reuters Subsidiary Lipper to Acquire Hedgeworld and TASS Research Database Business; Expands Reach into Hedge Fund Data and Research
- NEW YORK -- Reuters (LSE:RTR) (Nasdaq:RTRSY), the global information company, and its wholly owned subsidiary Lipper, the leading fund analysis and research firm, today announced that Lipper has entered into a definitive agreement to acquire HedgeWorld and the TASSR Research database business, two of the most highly regarded assets in...
- Research articles 2005-03-08
- MONEY MARKET FUNDS MAKE GAINS: LONGER-TERM BOND FUNDS, GROWTH FUNDS ALSO SAW INFLOWS IN AUGUST.(Statistical Data Included)
- SUMMIT, N.J. -- Net mutual fund flows were about $25 billion in August, with more than 80% going into money market funds, according to Lipper Inc., a data analysis company. Longer-term bond funds experienced net outflows in nearly all investment SUMMIT,...
- Research articles 1999-10-04
- Is Your Target Date Fund Missing the Mark?
- Target date funds have been getting a lot of attention lately, and not all of it is good. Part of the attention stems from their growing popularity. There were just 29 target date funds with total assets of $14 billion in 2002; today there are nearly 350, holding $150 billion...
- Blog posts 2009-05-11
- New Service Matches SEC Rule
- Lipper will begin providing after-tax performance data on the nearly 14,000 mutual funds it tracks starting next month, the company announced today. The new service will measure a fund's after-tax performance based on a variety of factors that impact tax Lipper will begin providing after-tax performance data on the nearly...
- Research articles 2001-10-01
- Active beats index among large-cap funds: but assets don't follow returns in bear market.
- Actively managed large-cap mutual funds have beaten the indexes through the bear market, but they are still hemorrhaging assets to index funds. Data from fund tracker Lipper Inc. in New York indicate that cumulative net inflows for all equity ...
- Research articles 2002-11-18
- Is portfolio pumping running out of gas? Practice, targeted by SEC in 2000, may be waning, study finds.(News)
- Byline: David Hoffman NEW YORK - With regulators breathing down their necks, mutual fund managers appear to be backing away from a controversial practice known as portfolio pumping. Data from Lipper Inc., a New York-based fund...
- Research articles 2004-07-26
- Tackling fund-tracking titans on their turf: new service bets on heavy flow of machine-generated reports.
- First, Bill Chambers took a chance with his career. Now, the president of Uptick Data Technologies LLP in Bethesda, Md., is rolling the dice on behalf of his new San Francisco-based employer. If he succeeds, he...
- Research articles 2002-12-23
- Do Winners Repeat with Style?
- The article points that looking to history to predict the future is nothing new in the mutual fund industry. From "Select Funds" and "Star Ratings" to "Lipper Leaders," ranking systems have existed as long as the mutual fund. However, past studies have not adjusted for the investment style of the...
- White papers 2002-02-01
- Mutual funds stumble
- Mutual funds suffered from the uncertainty that marked Wall Street's second quarter, with only large-cap funds seeing positive returns as investors moved to stable, blue chip stocks. According to data released Friday by fund watcher Lipper Inc., the best returns from U.S. diversified funds came from Standard & Poor's 500...
- Research articles 2004-06-26
- Asian stock funds performed well in 2002.
- Jan 15, 2003 (The Asian Wall Street Journal - ABIX via COMTEX) Asian stock markets performed quite well in 2002 when compared with the US market. The Dow Jones World Stock Index's Pacific subindex (ex-Japan) lost 8.7 per cent while the Dow Jones World subindex...
- Research articles 2003-01-15
- Profits in China may be scarce.
- Feb 19, 2002 The Asian Wall Street Journal ABIX via COMTEX -- The fund management industry is only in its initial stages in China at 2002. The chief executive officer CEO at Invesco Global, Michael Benson, says that overseas fund management operations should not...
- Research articles 2002-02-20
- Stock Mutual Funds See Massive Outflows of Cash amid Market Turmoil.
- By Dolores Kong, The Boston Globe Knight Ridder/Tribune Business News Apr. 2--Bear-bitten fund investors ran for cover during the first quarter of 2001, but there were precious few places to hide. Losses across almost all stock mutual fund categories, from growth...
- Research articles 2001-04-02
- More than 99 Percent of Stock Funds Finish Quarter With Broad Losses.
- By Dolores Kong, The Boston Globe Knight Ridder/Tribune Business News Sep. 30--More than 99 percent of pure stock mutual funds suffered a loss in the quarter that ends today, marking the broadest slump for equity funds since the stock market crash of...
- Research articles 2001-09-30
- The Boston Globe Boston Capital Column.
- By Steven Syre and Charles Stein, The Boston Globe Knight Ridder/Tribune Business News Nov. 21--The stock market has snapped back smartly since it hit bottom amid the anxiety and uncertainty of late September. Can your mutual funds make the same claim? ...
- Research articles 2001-11-21
- Bonds Are Big Part of January's Mutual-Fund Record as Investors Grow Cautious.
- By Beth Healy, The Boston Globe Knight Ridder/Tribune Business News Feb. 23--In the biggest month ever for mutual funds, investors bought $141.1 billion worth of fund shares in January. But they weren't going out on a limb: For the most part, they bought...
- Research articles 2001-02-23
- General equities outperform counterparts.
- NEW YORK -- For the fourth straight quarter, general equity funds offered as part of variable annuity insurance investments performed slightly better in the third quarter than did their open-ended mutual fund counterparts. The average general equity fund used in a variable annuity declined...
- Research articles 1998-11-02
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