Most of Vanguard's active stock funds are run by outside managers hired for their particular expertise.
In a down stock market, bond funds are sold and stock funds are purchased.
Pimco has spent the past few years expanding its roster of stock funds and ETFs.
It means that like stock funds, bond funds also have some risk associated with them.
Only a trickle of investor dollars have been committed to actively managed stock funds.
Bonds funds are plain mysterious, and stock funds are sold on misleading three- and five-year returns.
The ten-year annualized return on its stock funds: 18%, three points better than the industry average.
By contrast, in 2005 there were 894 new stock funds and 244 new macro funds.
After many years of stellar, U.S.-fund-beating performance, overseas stock funds recorded a dismal 2011.
FORBES: International Mutual Fund Best Buys: Strike While The Iron Is Warm
Stocks and stock funds comprised 61.4% of portfolios, a decrease of 1.9% from February.
Rather stock funds were victims of the securities that investors pay them to invest in.
In the two months preceding the crash, stock funds saw positive flows each week.
FORBES: Searching For Flash Crash Culprit, The SEC Fingers Wrong Man
The rising allocation to stocks and stock funds confirms what we have seen in our sentiment survey.
In fact, December 2012 was the 20th consecutive month that there were net outflows from stock funds.
Individual investors held 59.5% of their portfolio dollars in stocks and stock funds, a 1.5 percentage point drop.
It is one of the few big U.S. stock funds to have made serious money in the past decade.
Year-to-date data show cash has finally begun flowing into U.S. stock funds, while bond funds continue to attract money.
This past week, U.S. stock funds posted their biggest inflows in a decade, according to fund tracker EPFR Global.
WSJ: Upside: How to Find a Fund Manager Who Can Beat the Market
But the list of funds that meet Blomquist's exacting requirements is short--only 42 stock funds and 18 bond funds.
According to the January AAII Asset Allocation Survey, stocks and stock funds accounted for 63.5% of individual investor portfolios.
Foreign stock funds are tracked over four market cycles beginning Feb. 28, 1991.
Domestic stock funds are tracked over four market cycles since Jan. 31, 1994.
Apple has been showing up in unusual places, including small- and midcap, foreign, emerging-market and European stock funds, among others.
Emerging-markets stock funds typically charge higher fees, in part because they are smaller and don't have to compete so much.
The September AAII Asset Allocation Survey found that individual investors held 57.8% of their portfolio in stocks and stock funds.
FORBES: Stock Allocations Rebound, Bonds Outpace Historical Average
October marked the third consecutive month that allocations to stocks and stock funds remained below their historical average of 60%.
The classic distinction between golden eggs and the geese that lay them fell into disfavor in 1969, the era of go-go stock funds.
The firm says that when investors have put money in stock funds, they have chosen low-cost index funds and ETFs.
Our ratings for domestic stock funds look at long-term performance over four bull and bear market cycles stretching back 12 years.
Individual investors allocated 54.7% of their portfolios to stocks and stock funds last month, a 3.0 percentage point increase from July.
FORBES: Low Bond Yields Push Investors Towards Dividend-Paying Stocks
应用推荐