Tag: Mutual funds

Investment Product and Service Launches

MassMutual debuts RetireSMART TDF series with J.P. Morgan glide paths; Delta Data launches proprietary product manager; and AXA doubles down on SRI/ESG integration.

Investment Product and Service Launches

First Trust Introduces Dorsey Wright Momentum Plus ETFs; T. Rowe Price Closes 23-Year-Old Fund; Fidelity Merges Active and Passive Funds in New TDF Suite; and more.

District Court Sides with Checksmart and Cetera in ERISA Fee Litigation

After siding with defendants and applying the shorter of two potential limitations periods, the district court decision states clearly that plaintiff’s claims are foreclosed by ERISA's three-year statute of limitations; the detailed decision tackles head-on a complex set of precedent-setting cases, including Tibble vs. Edison

Investors Bring Down Mutual Fund and ETF Costs in 2017

"Our data shows that the cheapest 20% of funds raked in nearly $1 trillion last year while the rest of the industry saw net outflows of approximately $250 billion. The message investors are sending is crystal clear—cost counts," says Patricia Oey, senior manager research analyst for Morningstar.

Investment Products and Services Launches

Invesco Releases New TDF Series With 12 Fund Offerings; Efficient Advisors Launches Mutual Fund Partnership with Dimensional; Catalyst Funds and BNP Paribas Team up to Develop Index Funds. 

U.S. Market Index Records Offer Food For Thought

Few retirement plan investors may actually mirror their portfolios to a U.S. total market index—but there are still some important implications to be found in the record-setting performance of the Wilshire 5000, beyond the relative growth of small-cap and large-cap.

Investment Products and Services Launches

Clearwater Analytics Partners With AIG to Provide Software Platform; Wilshire Launches Latest Indexes Tracking REITs; American Century Joins List of Firms Licensing Precidian ETF Tool; and more.