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.
Vanguard Takes the Low Road in its Latest Announcement
The low-fee fight continues. On the heels of reports that Vanguard had more global net inflows than all…
Fixed Income Mutual Fund Flows Signal of Trump Worries?
Fixed income fund flows surged as investors moved away from U.S. equities in early 2017, showing a preference for safer assets.
Will Mutual Funds Rebound in a Low-Fee 401(k) Regulatory Environment?
It’s over for mutual funds—finished, done. Well, not quite, but nearly half of advisors surveyed plan to increase…
First Eagle Files for ‘R Shares’ in New 401(k) Business
First Eagle Investment Management announced in early November that it formed a division specifically dedicated to the 401(k) space.…
Active 401(k) Funds Need Help
Active funds continue to get pounded, although the beating has slowed a bit. Research behemoth Morningstar reported $25…
Morningstar to Compare Mutual Funds with ETFs
While experts contend it should never be an either/or decision when deciding on mutual funds and ETFs in…
Shocker (Not)! 401(k) Funds Not Always Launched with Participants in Mind
Mutual fund families often launch trendy products for the sole purpose, unsurprisingly, of attracting assets. A recent paper…
Passive Mutual Funds Beat Active Funds in June
It’s getting bloody, and spectators are about to beg active mutual funds to “stay down.” Chicago-based research and…
Race to the Bottom? 401(k) Fees Continue to Fall
How much further can they fall? Fees associated with equity mutual funds in 401(k) plans fell again in 2015.…
How Popular Are Exchange-Traded Funds, Really?
The low-cost message is getting through (with a helping hand from the Department of labor), and exchange-traded funds…