Data and Research | April 1st, 2024 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.
Investing | June 29th, 2023 Fidelity to Convert More Than $13B of Mutual Funds to ETFs The Fidelity small cap enhanced index fund was included in nearly 100 defined contribution plans, according to Form 5500 filings....