Browsing Tag
Morningstar
127 posts
Active Management Exodus Slows for Summer (Sort Of)
Passive management’s brutal beating of its active counterpart is apparently slowing for the summer. Mutual fund and exchange-traded…
Is Active Management Exodus Starting to Subside?
The outflows might be starting to slow. In May, investors pulled $16.2 billion out of active equity funds, compared…
HSA Fail: 10 Largest Health Savings Accounts Ranked
Is there trouble ahead? In the interest of helping “policymakers navigate the HSA landscape” with the recent introduction…
Why Target Date Funds Keep Looking Better
It was only a matter of time before we’d see headlines like this: “3 Reasons Target Date Funds…
Passive Funds Beat Active (Again and Again and Again)
Not sure why we keep running these stories, other than it’s a car crash from which we can’t…
Passive Funds Flows Put Active to Shame (Again)
Passive mutual fund and ETF flows gained big in net assets in March, while active (once again) got…
Fixed Income Mutual Fund Flows Signal of Trump Worries?
It might have been a bit of buyer’s remorse over the election, causing a flight to fixed income…
Target Date Funds: What Lies Beneath?
It’s something Jeff Holt has said for years. 401k plan advisors and sponsors are all too happy to…
What Happened to 401k Target Date Funds in 2016?
Little surprise, the popularity of target date funds in 401k plans continues to grow. Known for keeping investors on track…
Passive Funds Slam Active by ‘Record Margin’ in December
A horrible month capped a horrible year for active management mutual fund flows (or the opposite, if you’re…