Browsing Tag
Morningstar
146 posts
Morningstar is a leading global provider of independent investment research and financial services. Founded in 1984, it offers data, analysis, and tools on stocks, mutual funds, ETFs, and other investment products. The company helps individual investors, financial advisors, and institutions make informed decisions through its research reports, ratings, and investment management solutions.
No Surprise—Price Dominates 401(k) Target-Date Fund Market
Assets in target-date mutual funds shrank in 2018, but the overall market grew, as providers gathered assets into…
Why Change is a Must in 401(k) Investment Menus
An all-star research trio of looked at what happens when sponsors remove and replace certain fund options in their plans.
How Do Managed 401(k) Accounts Measure Up?
Managed accounts are convenient, customized and client-centric, and help “guide employees on how much save, how to invest…
Target-Date Transformation—Where Do We Go From Here?
[From Issue 1, 2019] Don’t mistake activity for achievement,” Hall of Fame basketball coach John Wooden famously said,…
The 10 Largest HSAs Ranked By Quality
Have HSA providers stepped up their game? Sort of. Morningstar is out with this year’s assessment of health…
Active Fund Outflows Increased in August
Morningstar is out with its monthly tally, and passive equity is once again energized. In August, investors placed…
Upping the Ante on TDF Customization
Customization is key in 2018. Americans want—and even expect—products to be tailored to their specific needs. The financial…
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…
How Confident are 401(k) Participants, Really?
If you haven’t encouraged plan sponsors to educate participants about what lies ahead, you might want to get…
How Did Target-Date Funds Fare in 2017?
Record flows paired with positive returns lifted assets in target-date mutual funds above $1 trillion last year, in…