Browsing Tag
Morningstar
127 posts
401k Target Date Allocations: Either You’re In or Out
Debate has long raged over a target-date fund’s role in the portfolio, and whether including other products reduces…
Do Massive Equity Outflows Signal Tough Times Ahead?
Passive U.S. equity funds saw $6.6 billion in inflows while active U.S. equity funds had $23.5 billion in…
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’ 401k Plan Package for SMBs Debuts
Principal Financial Group announced the launch of Principal IMPACT on May 13, a next-generation 401k retirement plan package…
No Surprise—Price Dominates 401k 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
It’s good to occasionally shake things up—with wardrobes, hairstyles and (apparently) investment menu options. An all-star research trio…
How Do Managed 401k 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…