Browsing Tag
Morningstar
150 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.
401(k) Target Date Allocations: Either You’re In or Out
Debate has long raged over a target-date fund’s (TDF) role in the portfolio, and whether including other products…
Do Massive Equity Outflows Signal Tough Times Ahead?
U.S. equity fund outflows reached their worst since 2018, as passive funds gained inflows and active funds saw major declines.
Passive Management Assets Catch Active After 12-Year Chase
In a surprise to absolutely no one, passive assets have (almost) completed their journey to parity with their…
‘Next-Gen’ 401(k) Plan Package for SMBs Debuts
Principal introduces Principal IMPACT, an easy-to-administrate 401(k) plan package designed specifically to meet the needs of SMBs.
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…