However, the increasing “narrowness” of the sources of return in broad market indexes is concerning to MFS experts.
Tag: Mutual Funds
With strong November returns, the Wilshire 5000 U.S. equity index extended an unprecedented run of consecutive monthly gains.
Swerdlin & Company integrates Stadion Storyline; Vanguard offers first U.S. actively managed ETF suite; and AAM enters U.S. ETF market with new dividend funds; and more.
Michael Barry, president of the Plan Advisory Services Group, discusses issues with suggestions for reducing retirement plan fees.
State Street Global Advisors launches new SPDR Portfolio ETFs; FS Investments introduces open-end mutual fund; Vanguard selects Wellington to manage global balanced funds; and more.
American Century reorganizes income fund; Nuveen releases ESG U.S. Aggregate Bond ETF; Voya enhances ETF model; and more.
The mutual-fund based program also offers an in-plan retirement income option and access to 3(38) fiduciary services.
There are potential compliance problems in the works if regulators don't grasp the key differences involved in sub-TA fees and other kinds of revenue sharing.
Several individuals lack knowledge about the most common investment products used to diversify retirement portfolios, the IALC finds.
The median equity exposure of equally weighted TDF vintages is 60%; equity exposure ranges from as high as 68% to as low as 51%, according to an analysis by Callan.
One clear result of the shift in client fee preferences is that fund manufacturers without low-cost solutions are, in the words of one researcher, “getting trampled.”
The last four decades have brought tremendous amounts of new capital into the equities markets even as the total number of securities has sharply declined.
BlackRock moving listing venue for 50 iShares ETFs, and Nuveen enters closed-end fund merger.
Much of the growing use of multi-asset-class solutions occurs within corporate retirement plans and other types of institutions utilizing outsourced chief investment officer services.
The average price to invest in mutual funds through 401(k)s has been dropping since 2000, according to research by ICI.