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.
Despite Reform, Asset Managers Deliberately Confuse Clients
One step forward equals two steps back. While our colleague Terry Dunne argues in nearby pages that there’s much…
Replace Target-Date Funds as 401(k) QDIA? Not So Fast
“Co-exist” is the bumper sticker research message from Cerulli Associates. The Boston-based global analytics firm suggests that managed…
401(k) Participants to Alpha: ‘I Can’t Quit You’
Despite the recent surge of assets into passive investments, many investors are reluctant to forfeit the pursuit of…
Vanguard Introduces Low Cost Actively-Managed Mutual Fund
John Bogle’s almost evangelical zeal for passive strategies often masks the fact that he does nonetheless advocate for…
Vanguard Lowers Expense Ratios (Again)
How low can they go? Vanguard investors saved nearly $55 million as a result of lower expense ratios…
ETFs Snap Two-Year Winning Streak
Exchange traded funds snapped a streak of 23 straight months of positive flows dating back to January 2014,…
Mutual Fund Manager Swears off Gun Investments in Wake of Mass Shootings
Cynical ploy or sincere effort? The spate of recent mass shootings has one mutual fund manager swearing off…
The 401(k) Mutual Fund Alternative That’s Coming on Strong
Collective investment trusts might be he scrawny younger sibling to brawny older mutual funds, but they’re coming on…
SEC Proposes New Liquidity Rules for Mutual Funds and ETFs
The Securities and Exchange Commission voted last week to propose a “comprehensive package” of rule reforms designed to…
Multi-Asset Class Mutual Funds: Can They Time the Market?
If professional money managers can’t effectively time the market, why would anyone else think they can? That’s an…