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Some info on stable value funds ...

Posted by btr Sat, 29 May 2004 20:44:52 GMT

Here're some facts and links that may help anyone who is researching on stable value funds. Personally, I put all the cash in my 401(k) into a GIC, which works just like a money market fund as sweep account to trade other mutual funds in the 401(k) account. Currently it yields a little over 4% annually. Stable Value Funds OBJECTIVE Preserve principal and earn a stable rate of return. Their current average yield is around 4%. PORTFOLIO Funds own high-quality asset-backed securities, corporate bonds, U.S. Treasuries. RETURN Funds have returned 7.19% annually over the past 10 years, vs. 5.28% for money market funds and 8.45% for taxable bond funds. The links in no particular order:
  • MutualofOmaha.com
  • www.fcmstablevalue.com
  • SEC Splotligh on Stable Value funds
  • www.stablevalue.org
  • http://101investor.com/z/mutual-funds/stable-value-mutual-fund-sec.html
  • http://www.nylim.com/gp/0,2058,1000_1018245,00.html
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