There are common misconceptions that exist in the retirement plan industry. One is investment fund selection being dependent on three-year track records. There is nothing written in any law or... Read More
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Mutual Funds
BY John Sullivan | 8/10/2023
“In 2022, the gap in flows for cheap and expensive funds grew into a chasm,” a new Morningstar report found. “For the first time since 2017, the cheapest quintile of funds pulled in over $1.1... Read More
BY Ted Godbout | 8/29/2022
While SEC rules typically seek to provide transparency between financial institutions and investors, a new study suggests that several mutual funds are providing misleading information to investors... Read More
BY NAPA Net Staff | 8/2/2022
Walnut, California-based Sphere has partnered with Ascensus and Vanguard to offer the Sphere 500 Fossil-Free Index Fund.
According to a press release, the fund (... Read More
BY Ted Godbout | 2/8/2022
Fund selectors see interest rate hikes, inflation, valuations and volatility as among the growing list of portfolio risks as they look to manage investments and client emotions, a new survey reveals... Read More
BY Ted Godbout | 2/1/2022
Sustainable funds in the U.S. broke nearly every previous record in 2021, according to Morningstar’s annual Sustainable Funds U.S. Landscape report.
According to the firm’s data,... Read More
BY Ted Godbout | 8/26/2021
Mutual fund and ETF investors apparently deserve much of the credit for the falling average expense ratio, as the shift toward low-cost funds has been the primary driver of this decline,... Read More
BY NAPA Net Staff | 1/8/2021
A November White House Executive Order banning investment in companies that finance Chinese military companies could trigger some changes in retirement plan investments—beginning next week.
The... Read More
BY NAPA Net Staff | 1/21/2020
Despite the S&P 500 gaining 31.5% in 2019, active U.S. equity funds experienced a sixth year of net outflows during the decade-long bull market, a new report notes.
That report comes from... Read More
BY Ted Godbout | 9/11/2019
Asset classes may fall in and out of favor, but a new report suggests that firms that truly differentiate themselves as a valued partner can expect to see sustained growth over the long term.... Read More
BY Ted Godbout | 3/25/2019
Fueled by industry competition, average expense ratios of equity, hybrid and bond mutual funds continued a two-decade slide, according to new research from the Investment Company Institute.
Among... Read More
BY NAPA Net Staff | 12/11/2018
Amid volatile markets, participant trading picked up in November.In what was described as a “more typical” month, there were three days (out of 21) of “above normal” trading during November,... Read More
BY Ted Godbout | 5/4/2018
Morningstar’s annual study of U.S. open-end mutual funds and exchange-traded funds found that 2016-2017 was the largest year-over-year decline in fees recorded since the firm began tracking the trend... Read More
BY Ted Godbout | 4/9/2018
Following an industry-wide investigation of mutual fund disclosures and fees, New York State’s Attorney General reached agreement with several large mutual fund firms to make information relating to... Read More
BY NAPA Net Staff | 8/24/2017
A new Morningstar report may add some fuel to the active/passive investment debate.In general, Morningstar finds that actively managed funds have failed to survive and beat their benchmarks,... Read More
BY NAPA Net Staff | 8/4/2017
The markets may have been heating up in June, but participant transfer volumes were pretty mild, according to the Alight Solutions 401(k) Index.The gauge, previously (and for more than a decade), was... Read More
BY Nevin E. Adams, JD | 7/26/2017
A new Morningstar analysis finds no relationship between fund manager changes and future returns – but there are impacts.“A management change is not predictive of a performance downturn,” notes... Read More
BY NAPA Net Staff | 5/24/2017
A new study of U.S. open-end mutual funds and exchange-traded funds finds that on average, investors paid lower fund expenses in 2016… than ever before.The Morningstar study found that the asset-... Read More
BY NAPA Net Staff | 5/10/2017
While it's true that most active funds don't beat market indexes over long stretches (after accounting for fees), a new Morningstar analysis finds some that have.Morningstar senior editor Karen... Read More
BY NAPA Net Staff | 4/18/2017
A new white paper says that fund changes already underway in response to the Labor Department’s fiduciary regulation may well be good for advisors, as well as investors.According to “Early Evidence... Read More
BY NAPA Net Staff | 11/4/2016
The effective date of the Labor Department’s fiduciary rule is still months away, but Bank of America Merrill Lynch has taken another step in anticipation of its impact.According to ThinkAdvisor, the... Read More
BY NAPA Net Staff | 10/18/2016
You may have missed it, but the Securities and Exchange Commission’s new regulations on money market funds went into effect last week.More than two years ago, the SEC adopted rules designed to reduce... Read More
BY NAPA Net Staff | 10/12/2016
A new report claims that the Labor Department’s fiduciary rule will cause a surge in mutual funds being reviewed and replaced in DC retirement plans, even before the Jan. 1, 2018 deadline for full... Read More
BY NAPA Net Staff | 7/12/2016
Last month, Morningstar analysts upgraded the rating of one U.S. mutual fund and downgraded seven. In addition, analysts affirmed the ratings of 59 funds and one target-date series, assigned six new... Read More
BY NAPA Net Staff | 5/10/2016
Last month, Morningstar analysts upgraded the rating of seven U.S. mutual funds and downgraded four. In addition, analysts assigned four new fund ratings and placed three funds under review.The... Read More
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