Browsing Tag
401(k) Mutual Funds
74 posts
Are 401(k) Participants Finally Getting It?
We know—we’re our own worst enemies, behaviorally speaking. Widely-reported analysis from the Investment Company Institute found that in…
Strong Market Helps Self-Directed 401ks Rebound
The markets bouncing back from the sharp losses experienced at the end of 2018 helped the average self-directed…
Why Change is a Must in 401(k) Investment Menus
It’s good to occasionally shake things up—with wardrobes, hairstyles and (apparently) investment menu options. An all-star research trio…
401(k) Fail: High-Fee Funds Do Way Worse (Again)
Any 401(k) professional with a pulse knows about the ongoing fight over low fees; tort lawyers like Jerry…
ICI: Mutual Funds Maintain Broad Appeal
The Investment Company Institute (ICI) is out with new data about (what else?) mutual funds. In two studies—“Ownership of…
Fi360’s Top Quartile Fiduciary Scores
This quarter, 29,094 mutual fund (MF), exchange-traded fund (ETF) and collective investment trust fund (CIT) investments received an…
401k Participants Have a Severe Fund Fee Focus
Well this is surprising. The frantic focus on fees appears to be paying off, with the “vast majority”…
Massive Mutual Fund Outflows Mark Month of June
Normal market movement, or a signal of something greater? A massive exodus from long-term, open-end mutual funds and ETFs occurred…
401k Mutual Fund Expense Ratios Continue to Plummet
More good news in the low-fee 401k fight. The cost of investing in mutual funds through 401k plans…
Fidelity’s #MeToo Moment Spurs Massive Headaches
Reuters is taking a run at Fidelity, reporting that the mutual fund colossus is experiencing serious outflows from…