Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.
Tag: Fixed income
Experts with Charles Schwab warn that a decade of generally stable credit markets has some investors feeling a false sense of security about “stretching for yield” within near retirees' target-date funds.
However, according to the Alight Solutions 401(k) Index, formerly the Aon Hewitt 401(k) Index, trading activity for the months was the lowest for the year.
Aria’s RetireOne Platform Offering Variable Annuity; Vanguard Launches Global Balanced Funds; Pensionmark Rolls Out New Investment Reporting Tools; and more.
Wells Fargo released its Retirement Optimism Index, which offers insight into what retirees and non-retirees think about the current interest rate environment and what’s to come.
Even with more innovative approaches to building menus, the experts agreed that workers today “will not be able to invest their way out of the major challenges they face.”
Exchange-traded funds remain a marginal part of the DC retirement plan market, but recent product evolution on the fixed-income side could change that.
As the Federal Reserve nears its dual mandate of maximum employment and price stability, there are increasing concerns about inflation, even though they are still muted, according to a Fidelity analysis.
Plan sponsors can provide participants with a variety of tools to help them determine whether they are on the right track to retire on time.
Wisdom Tree Unveils Fixed Income Strategy; Fidelity Launches ESG Index Funds; and Envestnet Offering 3(38) Investment Service to TIAA Clients.
Most advisers are optimistic about equity markets and believe the Trump administration will have a positive impact on their business, but pessimism about the bond market prevails.
J.P. Morgan’s head of target-date strategies urges plan advisers to reexamine the “critical role of fixed-income assets in target-date funds,” highlighting ways they can help clients generate stronger risk-adjusted returns and manage volatility.
Franklin Templeton Launches Strategic Beta ETFs and Vanguard Reduces Expense Ratios on Stock and Bond Funds.
They are telling investors, young and old, to get their portfolios in order now—not in the throes of the next recession.
However, they view U.S. equity valuations as getting less attractive and see a risk to the markets trajectory if the Trump administration cannot enact legislation that supports improved economic growth, Northern Trust finds.
Plaintiffs in this long-running lawsuit claim J.P. Morgan's stable value funds held risky, highly leveraged assets, including mortgage-related assets.
Consultants interviewed by PIMCO weighed in on which target-date strategies are best for which plans, which active strategies are best for which investments, and more.
The first quarter of 2017 brought only light trading from 401(k) plan participants, according to data provided by Aon Hewitt.
Roughly one-third of those who report having spent a significant portion of a retirement plan lump sum distribution taken from either a DC or DB plan say they regret the choice in hindsight.
The new funds will focus on investment grade debt including U.S. government and corporate bonds.