Investing

Weighing Active Management in DC Plans

Experts continue the debate about actively managed funds in light of a publication from the CFA Institute Research Foundation which asks, ‘Is active management worth it?’

The Art of Comparing TDF and Balanced Fund Performance

The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.

Average 401(k) Equity Allocation Surpasses 70%

The latest update of the Alight Solutions 401(k) Index shows the average asset allocation to equities rose in June to the highest level in 20 years. The index shows investors were content to watch their balances rise, as there were no days of above-normal trading activity. Average net trading activity was 0.009% of 401(k) balances, down from 0.011% in May.