Tag: balanced funds

Investing November 21st, 2019

Study Suggests Private Equity Should be a Consideration in TDFs

The research paper not only illustrates potential return characteristics and diversification benefits, but also offers allocation strategies to guide investment decision making.

Data Points

Ups, Downs of Balanced Funds

Just 8.9% of plans employ these funds as their default investment

Investing September 10th, 2018

TDFs Particularly Popular Among Younger Investors

Sixty-four percent of participants in their 20s own a TDF.

Client Service February 8th, 2018

Using Data to Determine the Best QDIA for Your Clients

A paper from Morningstar Investment Management lays out a framework for advisers and plan sponsors to determine the qualified default investment alternative (QDIA) that is the best fit for a plan's demographics.

UPCOMING EVENT MORE

PLANADVISER Virtual: Building Your Practice in 2021

March 24, 2021 | Virtual Conference

MARKET MIRROR

Friday, the Dow lost 533.37 points (1.58%) to finish at 33,290.08, the Nasdaq closed 130.97 points (0.92%) lower at 14,030.38, and the S&P 500 decreased 55.41 points (1.31%) to 4,166.45. The Russell 2000 was down 49.71 points (2.17%) at 2,237.75, and the Wilshire 5000 fell 550.95 points (1.24%) to 43,762.11.

The price of the 10-year Treasury note was up 7/32, decreasing its yield to 1.437%. The price of the 30-year Treasury bond climbed 1 9/32, bringing its yield down to 2.019%.

For the week ending June 18, the Dow lost 3.45%, the Nasdaq was down 0.28%, and the S&P 500 decreased 1.91%. The Russell 2000 fell 4.20%, and the Wilshire 5000 finished 1.92% lower.