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BUSINESS
January 11, 2009
These tables rank the top-performing stock and bond mutual funds for the second quarter of 2008 for each of the main investment categories as defined by research firm Morningstar Inc., which provided the data for these tables. The tables of top-performing funds are followed by individual performance figures for 5,400 mutual funds, organized by fund company. Stock funds Most of the mutual funds that invest in the stocks of U.S. companies are sorted by Morningstar into nine broad categories.
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BUSINESS
October 11, 2009
These tables rank the top-performing stock and bond mutual funds for the third quarter of 2009 for each of the main investment categories as defined by research firm Morningstar Inc., which provided the data for these tables. The tables of top-performing funds are followed by individual performance figures for 5,400 mutual funds, organized by fund company. Stock funds Most of the mutual funds that invest in the stocks of U.S. companies are sorted by Morningstar into nine broad categories.
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BUSINESS
October 11, 2009
These tables rank the top-performing stock and bond mutual funds for the third quarter of 2009 for each of the main investment categories as defined by research firm Morningstar Inc., which provided the data for these tables. The tables of top-performing funds are followed by individual performance figures for 5,400 mutual funds, organized by fund company. Stock funds Most of the mutual funds that invest in the stocks of U.S. companies are sorted by Morningstar into nine broad categories.
BUSINESS
April 12, 2009
These tables rank the top-performing stock and bond mutual funds for the second quarter of 2008 for each of the main investment categories as defined by research firm Morningstar Inc., which provided the data for these tables. The tables of top-performing funds are followed by individual performance figures for 5,400 mutual funds, organized by fund company. -- Stock funds Most of the mutual funds that invest in the stocks of U.S. companies are sorted by Morningstar into nine broad categories.
BUSINESS
May 29, 2001 | JOSH FRIEDMAN, TIMES STAFF WRITER
Investors are cautiously returning to stock mutual funds, after yanking a record sum from the funds in March amid Wall Street's winter plunge. Spurred on by the stock market's sharp rebound since early April, investors pumped an estimated $22.9 billion in net new cash into stock funds in April, according to Financial Research Corp., which tracks fund flows. May also is expected to show a net cash inflow to the funds, researchers say.
BUSINESS
July 3, 2001 | Bloomberg News
Franklin Resources Inc., the fifth-biggest U.S. mutual fund company, plans to add 2% early-redemption fees to more than 20 of its funds to discourage "market timers," according to a regulatory filing. Effective Sept. 17, Franklin will assess the fee on fund shareholders who redeem or exchange shares within 90 days of purchase, according to a Securities and Exchange Commission filing.
BUSINESS
July 24, 2011
Who: Milton "Milt" and Jean Burdick Income: $51,000 Assets: $312,000 in savings. Mobile home worth at least $5,000. Debts: None Recommendations: Sell mobile home to avoid steep rental increases on lot space. Buy a house for up to $180,000, putting 20% down. Set aside $300 a month for home repairs. Increase annual vacation budget to $4,500 and take more vacations. Consider taking invested assets out of annuities, where they are now held, to avoid fees.
BUSINESS
November 3, 1998 | Bloomberg News
Charles Schwab, co-chief executive and founder of the world's largest discount-brokerage network, said Monday that he is buying blue-chip and technology stocks. In an interview at his company's Impact '98 conference in Orlando, Fla., Schwab said that "we have seen the worst of" the bear market and of "the extreme emotionalism" that hurt equities this year.
BUSINESS
May 29, 2001 | JOSH FRIEDMAN, TIMES STAFF WRITER
Investors are cautiously returning to stock mutual funds, after yanking a record sum from the funds in March amid Wall Street's winter plunge. Spurred on by the stock market's sharp rebound since early April, investors pumped an estimated $22.9 billion in net new cash into stock funds in April, according to Financial Research Corp., which tracks fund flows. May also is expected to show a net cash inflow to the funds, researchers say.
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