Browsing Tag
401(k) Mutual Funds
85 posts
401(k) mutual funds are pooled investment options offered within a 401(k) retirement plan. Financial advisors and RIAs help employers select an appropriate lineup of these funds and guide employees in choosing allocations that fit their goals, risk tolerance, and time horizon. Advisors also monitor fund performance, fees, and diversification to ensure the plan stays compliant and supports long-term retirement outcomes.
Stone Ridge Appoints LifeX Board of Advisors
The product is said to combat the "triple" threat of retirement, such as investment risk, inflation risk, and longevity risk
401(k) Assets Top $7 Trillion at 2023 Mid-Point
Quarterly ICI data released Thursday shows 4.1% increase during second quarter while total U.S. retirement assets approach $37 trillion
Report Shows 401(k) Funds Funnel Billions to Nuclear, Other Controversial Weapons
As You Sow analysis released this week finds the top 25 U.S. fund managers earn a “D” grade or worse due to investments in weapons manufacturers
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle
CITs Dominate Mutual Funds on Target Date Assets for 2022
Recent findings by Sway Research expects CIT TDFs to overtake mutual fund TDFs by the end of the year
Mutual Funds Change Benchmarks to Hide Poor Performance: Paper
The authors found evidence that funds 'provided misleading information to investors in their SEC-mandated disclosures'
Capital Group Reduces Fees on Multiple Funds
Investment company revising initial fee breakpoints for 18 funds
Where Does the U.S. Rank in Mutual Fund Fees and Expenses?
'The increased prevalence of unbundled fund fees enables transparency and empowers investor success. However ...'
First Ever Fossil-Free Index Fund Launches in U.S.
Sphere and Reflection Asset Management introduce mutual fund that excludes fossil fuels from 401k plans
Investors Actually Do Carefully Consider Fees and Expenses
In something of a surprise, given the perceived ignorance on the part of the general public about investment…