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Biggest Funds In 401(k) Plans Limp Along Retirement investors tend to stay put, but they've little to applaud.(MAKING MONEY IN MUTUALS)(INVESTMENT TRENDS)
Byline: Paul Katzeff
Friday was the last trading day of the third quarter. Soon, many 401(k) plan members will get account statements reminding them how badly their investments have fared this year.
And bad it was. Of the 25 largest stock funds in 401(k)s, only one had a positive return year to date through Friday, says Lipper Inc.
Why worry about just the biggest 25? Many of these funds are big because many of their shareholders came in through 401(k) plans.
And 401(k) investors can have a big impact on the market. Their plans' assets account for 11% of the $6.9 trillion in mutual funds.
TrimTab.com has projected that investors, including those in 401(k)s, yanked a record $37.8 billion from stock funds in September. AMG predicted a $14 billion outflow -- still big, though much less scary.
Their quarterly statements may be gloomy, but 401(k) investors are likely to take the bad news in stride. Studies have shown that these investors tend to stick with their long-term investment plans.
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