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.
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 401(k) Participants Accept TDF Default Options?
By now it’s generally accepted that 401(k) 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,…
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.