Talk:Stable value fund

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Reader feedback: give examples of some stable value funds
108.160.197.214 posted this comment on 21 December 2013 (view all feedback).

"give examples of some stable value funds"

Any thoughts?

Blbarnitz 11:43, 22 December 2013 (CST)

I don't think it's possible to give an example, as they are only available inside defined contribution retirement plans - no public information is available. From Frequently asked questions about stable value funds (broken link --LadyGeek 12:46, 5 March 2015 (CST)), J.P.Morgan:

"Stable value funds are available only in defined contribution retirement plans, such as a 401(k). They are either common or collective trust funds or separate accounts created specifically for a retirement plan. They are not registered products, which means they are not required to file a prospectus or registration statement with the Securities and Exchange Commission (SEC). It also means they don't have a ticker symbol - you can't look their performance up in a newspaper or online." --LadyGeek 18:14, 22 December 2013 (CST)

Reader feedback: The WIKI is great as it is,...
75.16.200.219 posted this comment on 5 March 2015 (view all feedback).

"The WIKI is great as it is, and helps my learning a lot! A figure which shows how a Stable Value fund performed in a sample period (? 2007-2012 ?) compared to Money Market and an Intermediate or Long term Bond Fund, would be useful."

I'm unsure if the comparison can be made, as they are only defined within employer retirement plans (private). Detailed information would not be publicly available. LadyGeek 12:37, 5 March 2015 (CST)
 * Never mind, I found an update to the JP Morgan broken link (above) which confirms that Stable Value funds are not registered with the SEC. (No data is publicly available). From: Stable Value and GICs Q&A, Judy Markland, 2002.

"Most stable value assets are private placement investments that are not registered with the Securities and Exchange Commission (SEC) because they are annuity contracts, bank deposits, or are issued in a sufficiently large size to be bought only by sophisticated investors. Similarly, most commingled stable value pools are not registered as mutual funds. These funds are either bank collective investment trusts, pooled insurance company separate accounts, or collective trusts managed by investment firms. Several mutual fund firms have recently introduced stable value mutual funds which are registered with the SEC.  Most of these are designed for the defined contribution marketplace, but a few are targeted to individual investors."

The comparisons cannot be made. --LadyGeek 12:46, 5 March 2015 (CST)


 * Hueler provides the Hueler Stable Value Pooled Fund Index, which is used for benchmarking stable value funds, and is almost invariably referenced in literature:

However the annual returns history of this index is not available (at least I have not been able to find it).

Hueler displays a chart of historical stable value, money market, and intermediate bond historical returns from 12/31/87 to 12/31/2014 on their home page. See Hueler home page.

By the way, the first reference footnote link is broken. --Blbarnitz 13:06, 5 March 2015 (CST)