American saw an overall $345 million gain in mutual fund assets in 2014). Target-date flows similarly buoyed T. Rowe Price TROW , which saw overall mutual fund inflows of $11.2 billion and $14.4 billion of net inflows from its target-date funds
Gross’ move to Janus], BLK +13% [ETFs & alternative strategies], IVZ +9% [ETFs & alternative strategies], TROW +2% , AMG -2% , BEN -4% , WDR -24% [big outflows]. AMG is the author’s pick. Pg 10-11 : BOE rate decision is
http://individual.troweprice.com/public/Retail/Planning-&-Research/T.-Rowe-Price-Insights/Fund-Manager-Views/Asset-Allocation-Striking-the-Right-Balance?placementGUID=em_id_escid444714_COR&creativeGUID=EMHDRHT&v_sd=201412 Neutral Between Stocks and Bonds Favor Non-U.S. Over U.S. Equity Favor U.S.
past age 65, and some key people are approaching that age. Rogers, who will retain his role as chairman of T . Rowe Price Group TROW and CIO after stepping down from T. Rowe Price Equity Income in 2015, is 59; CEO James Kennedy is 60; Ed
of publicly traded asset managers have lagged [their equal-weight index -6.1% YTD vs +8.3% for SP500] and Price [ TROW ; fwd P/E 17.9; yield 2.1%] is attractive. Pg 16-17 : Deadline for Obamacare/ACA enrollment for 2015 is Monday, 1
Capital Growth Management’s Kenneth Heebner outran their tent mates and other managers alike. Firms such as T. Rowe Price ( TROW ) and Franklin Resources (BEN) flourished in that environment. Phase three looks to us like it will be all about outrunning the bear and your hunting
Mortgage Association 0.875% 28-Aug-2014 3.30 Fed Home Loan Bk 0.250% 20-Feb-2015 2.47 ConocoPhillips 1.84 T . Rowe Price Group Inc 1.67 Microsoft Corp 1.65 JPMorgan US Government Money Market Fund;Capital 1.63 Federal National Mortgage Association
colorful charts, but it's not as customizable as some. * * * * Social Security Benefits Evaluator This tool from T. Rowe Price TROW -0.05% requires assuming that one spouse lives to 83 and the other to 95. Couples can choose from among seven goals, including
UnitedHealth [ UNH ; pg 16]. Pg 23: Cover story “Hidden Beauty [Quite Contrary]” on current bargains in CAT, KMT, COF, TROW , CHK, TDC . Pass biotechs, social-media, utilities and go for less popular techs, energy, industrials, financials. Pg 29
lagged the DJIA and its discount shrank to -8.2% . Cover story “Hidden Beauty [Quite Contrary]” on current bargains in CAT, KMT, COF, TROW , CHK, TDC . All links mentioned are open today. More later.....