Monthly Archives: May 2004

Some info on stable value funds …

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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

    • LOW

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    LOW is once again at its downtrend line. My bias is on the short side and target is 52. I would bail out at 54.5 if the volume is higher than the average.

    LOW

    Posted on by

    LOW is once again at its downtrend line. My bias is on the short side and target is 52. I would bail out at 54.5 if the volume is higher than the average.