Tag: Mutual funds

John Hollyer with Vanguard sees the SEC’s new efforts having a minimal effect on retirement plan investors.

New research from Strategic Insight shows net redemptions from long-term mutual funds and exchange-traded products totaled $4.8 billion in November. 

Delaware Investments announces intent to acquire Bennett Lawrence Management; Partners Group introduces private markets funds for the defined contribution market; Allianz Global Investors launches dynamic target-date collective investment...

A new ICI study finds nearly one in three Millennial households owns mutual funds.

The demand for low fees will continue to cut into actively managed funds in portfolios.

Investor demand for international equity offerings tumbled again, attracting just $3.8 billion in September, according to Strategic Insight.

GIC/stable value, money market and bond funds again saw the most inflows over the month.

Three factors are critical in selecting retirement investments.

Expanded institutional trading capabilities from CAPIS and Invest ‘n Retire; an investment-focused variable annuity from Nationwide; a multi-asset income fund from Fidelity; and a flexible QLAC from New...

This week’s new investment products and services include an absolute return fund from Goldman Sachs; a book about stable value investing from Stable Value Consultants; and the launch...

A majority of asset management firms are reforming share classes and approaches to fees, especially for the qualified retirement plan market. 

This week’s investment product launches include an expanded fund lineup from Guardian Retirement Solutions and a multi-asset growth fund from Oppenheimer. 

401(k) participants invested in equity mutual funds pay less than half the amount of expenses for a retail investor.

Franklin Templeton launched a flexible alpha bond fund; Morningstar announced new ESG tracking and reporting capabilities ; and American Century started a new alternative investment brand.

R6 shares offer retirement investors a lower expense ratio than current institutional share classes from Goldman Sachs Asset Management.

Money market funds received the most inflows from defined contribution plan participant transfers in June.

The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.

Wells Fargo, Raymond James and LPL have been ordered to pay more than $30 million in restitution, including interest, to customers for failing to waive mutual fund sales...

Researchers investigated whether mutual fund families acting as service providers in 401(k) plans display favoritism toward their own affiliated funds.