Browsing Tag
401(k) Mutual Funds
74 posts
Capital Group Reduces Fees on Multiple Funds
Investment company revising initial fee breakpoints for 18 funds
May 4, 2022
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 ...'
March 31, 2022
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
November 16, 2021
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…
April 28, 2021
Mutual Fund Expense Ratios Continue Decades-Long Decline
What’s a fee; what’s an expense? Does a difference really matter? Thankfully, both are in decline, at least…
March 24, 2021
Growing Share of Young Households Own Mutual Funds
Get ‘em young. Industry attempts to get individuals and households to begin saving at your ages appear to…
November 27, 2020
Investment Company Institute Names New President and CEO
The Investment Company Institute has named elected Eric J. Pan as its next president and chief executive officer,…
October 21, 2020
Massive Disparity in Certain Mutual Fund, ETF Flows
ETFs are way up, mutual funds way down. Long-term, open-end mutual funds are on track for their worst…
October 19, 2020
Self-Directed 401k Balances Jump in Q2 2020
A 3.3% year-over-year increase and a 13% increase from the end of the first quarter of 2020? Not…
August 21, 2020
Mutual Fund Flows Best Since Beginning of COVID
Mutual fund and ETF flows for June were the strongest since January, according to Morningstar. Overall, long-term mutual…
July 20, 2020