Industry Analysis
Focus on Expense Ratios
Recent research from the Investment Company Institute finds 90% of 401(k) plan equity mutual fund assets were invested in mutual funds with expense ratios of less than 1%.
Reported by Judy Faust Hartnett
To access this premium content, please sign up for a free account!
You Might Also Like:
Mutual Fund Fees in 401(k)s Show Multi-Decade Decline
Fees for mutual funds in defined contribution plans have declined about 60% this century, according to a new ICI report,...
CIT Assets Expected to Surpass Mutual Fund Assets in TDFs in 2024, per Morningstar
Target-date-fund collective investment trusts continue to accumulate assets, finds Morningstar in its target-date strategy landscape report.
DCIO Firms Increase CIT Distribution to Sponsors of Smaller Plans
Demand for collective investment trusts is growing across retirement plan market segments, according to a survey of defined contribution investment-only...