Browsing Tag
Morningstar
127 posts
401k Target Date Strategies Got Hit, But Long-Term Trends Remain
Do participants in target date funds behave better than their non-TDF invested counterparts? It’s a major selling point…
Where Does the United States Rank with Mutual Fund Taxes, Regulation?
A new study ranks the United States as “below average” in mutual fund tax incentives and regulation when…
401k Participants Stay the Course Despite Market Volatility
Financial advisors have been urging 401k investors to sit tight and ride out the COVID-19 market volatility, and…
Mixed Behavior with March Mutual Fund Investing
A crazy and volatile coronavirus-driven March didn’t play out as one would think given the market meltdown, at…
Sequence of Returns Risk Scaring Pre-Retirees
The devastating effects of “sequence of returns” risk are by now well-documented. Workers retiring into a down market…
Equity Funds Crushed in Coronavirus Safety Stampede
Like everything else, mutual fund flows are negatively impacted by the coronavirus (or at least the reaction to…
Long-Term Mutual Fund Flows More Than Doubled in 2019
Long-term mutual funds collected $414.6 billion in 2019, more than double 2018’s $168.3 billion, according to new research…
How and Why Do 401k Participants Accept TDF Default Options?
By now it’s generally accepted that 401k and similar defined contribution plan defaults are good, since they get…
Bigger is Better in 401k Plan Lineups
The dual concepts choice architecture and overload in behavioral economics dictate less is more; that offering too many…
Top HSA Plan Providers Evaluated
Correction: This story has been updated to reflect that Fifth Third retained its Investing Account Assessment of Neutral,…