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.
Mutual Fund Expense Ratios Continue Decades-Long Decline
Discover how declining mutual fund expense trends support RIAs seeking cost-efficient investment strategies for their clients.
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…
Investment Company Institute Names New President and CEO
The Investment Company Institute (ICI) has named elected Eric J. Pan as its next president and chief executive…
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…
Self-Directed 401(k) 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…
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…
Self-Directed 401k Balances Drop 14% in Q1 2020
The average self-directed brokerage account balance finished Q1 2020 at $252,675, down 6% year-over-year and down 14% from…
Where Does the United States Rank with Mutual Fund Taxes, Regulation?
A new study ranks the United States as “below average” in mutual fund tax incentives and regulation when…
How ESG Funds Are Performing in Coronavirus Craziness
There has been tremendous volatility in the price of most asset classes since the onset of the coronavirus-related…
Mutual Fund Expense Ratios Continue Their (Sharp) Decline
When markets are down, it’s bad. When expense ratios are down, it’s good. Just how far the latter has fallen is detailed in a new report.