Tag: Mutual funds

At year-end 2015, 89% of mutual fund assets in 401(k) plans were held in institutional and retail no-load share classes, according to the ICI.

In addition to calling Fujitsu's 401(k) the most expensive large plan in the country, the lawsuit calls out the defendants design and implementation of custom TDFs.

Horizon investments updates goals-based strategy; Fidelity lowers investment expenses on 27 index mutual funds and ETFs. 

In addition, International/Global Equity funds experienced $7.8 billion of net outflows during the month, Strategic Insight data shows.

Oppenheimer unveils new infrastructure fund; Morningstar acquires fixed-income analytics firm InvestSoft Technology; Cohen & Steers named adviser to new SEI fund; Hartford Funds partners with Schroders to expand...

The roles assumed by investment managers, consultants and index providers in the evaluation of smart beta vary depending on AUM tiers of asset owners.

Many DC retirement plan participants have saved large sums without ever actually picking a stock, but that doesn’t mean their advisers can afford to lose touch with the...

Guardian moves to expand investment flexibility with new options; Northern Trust enhances solution for fair value leveling through collaboration with Interactive Data; Nuveen Asset Management introduces pension liability...

Jefferson National expands alternative investments lineup amid fee upheaval; Macquarie Group’s Delaware Investments announces the availability of new retirement share classes; Baird’s Chautauqua Capital launches global and international...

That’s also an indication that they outperformed their category group.

Vanguard reports fund expense reductions; Fidelity launches expanded private equity platform; Nationwide makes Stadion’s StoryLine small business 401(k) solution available on its platform.

The company said the move was not triggered by the DOL’s new fiduciary rule.

By using two simple, objective filters, Fidelity found the average actively managed U.S. large-cap equity fund outperformed its benchmark in 2015, after fees, by 0.70% (or 70 basis...

PGIM foresees investment opportunities across real estate, health care, and technology.

Expense ratios for equity, hybrid, and bond mutual funds dropped in 2015 to the lowest level in at least 20 years, ICI says.

Net outflows from active funds totaled $3.9 billion during the month.

The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based retirement platform.”

The first month of 2016 was not an enjoyable time for investors—with net redemptions from long-term mutual funds and ETFs topping $8 billion.