Browsing Tag
Outflows
20 posts
March Most Active Month for 401(k) Trading Since 2020: Alight
401(k) Index shows heightened Q1 market volatility fueled surge in trading
401(k) Trading Activity Spikes Monday During Downturn: Alight
Alight’s 401(k) Index shows yesterday’s trading volume was more than eight times above normal while newly released July data shows average asset allocation in equities still climbing to 20+ year high
401(k) Trading Sees Modest Uptick in April
Trading in retirement accounts saw a slight increase after achieving additional "above normal" days in April
Morningstar Explores the Rapid Expansion of Active ETFs
The latest report by Morningstar reviews how active ETFs have grown since the "ETF Rule" in 2019 and other factors
Mutual Funds Experience Resurgence in February
Mutual funds saw a rebound for the first time since 2021, reports new research from Cerulli Associates
CITs Dominate Investment Strategies for 2023
Morningstar's latest report finds that CITs are on pace to overtake mutual funds as the most popular target-date vehicle in 2024
Cetera Latest Big Wealth Manager to Jump on Spot Bitcoin ETF Bandwagon
Joins Carson Group in greenlighting use of four of the 10 approved SEC-approved funds for client portfolios as demand spurs BTC to record high this week
Passive Funds Exceed Active Among ETFs, Mutual Funds
Passively managed ETF funds outperformed actively managed funds by $100 billion, reports Cerulli
U.S. Fund Fees Steadily Declined in 2022
Morningstar finds the asset-weighted average expense ratio of U.S. funds fell from 0.40% in 2021 to 0.37% in 2022
CITs to Overtake Mutual Funds as Most Popular Target Date Vehicle Within 2 Years
Morningstar report highlights ongoing adoption of Collective Investment Trusts as plan sponsors’ preferred vehicle