Tag: Mutual Funds
The products are designed to meet the demand for multifactor strategies in retirement plans by offering investors access to investment approaches that Hartford Funds offers only through exchange-traded funds (ETFs).
Finding that most households own mutual funds in employer-sponsored retirement plans, the Investment Company Institute (ICI) looked into the factors considered when selecting mutual funds.
Jack Bogle set out to prove that mutual funds could operate independently, and do so in a manner that would directly benefit their shareholders; he said this was necessary to address “major corporate conflict” inherent to the traditional approach to stock fund investing.
American Beacon Advisors creates mutual fund with multi-asset program, and Vanguard closes million-dollar securities fund to new clients.
Morningstar Managed Portfolios advisory service will now have allocations to the Morningstar Funds Trust, and DWS partners with Skyline AI for real estate investing.
Experts at the Best of PSNC 2018 event in Boston reviewed plan sponsors’ use of different fund types and fee structures, offering up tips for better analysis of investment and recordkeeping expenses.
MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths, while AXA doubles down on SRI/ESG integration.
T. Rowe Price closes Emerging Markets Stock Fund; Fidelity merges active and passive funds in new TDF suite; SSGA decreases ETF expense ratios; and more.