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Tag: basis points

Data and Research | April 1st, 2024

CIT Assets Expected to Surpass Mutual Fund Assets in TDFs in 2024, per Morningstar

Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.  
Investing | June 29th, 2023

Fidelity to Convert More Than $13B of Mutual Funds to ETFs

The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....

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