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,...
Tag: mutual fund fees
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...
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....
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Investment Product and Service Launches
Transamerica announces management fee reductions and J.P. Morgan AM reduces fees in two series.
Investors Consider Many Factors When Choosing Mutual Funds
Finding that most households own mutual funds in employer-sponsored retirement plans, the Investment Company Institute (ICI) looked into the factors...
U.S. Funds Are Seeing a Decline in Costs
A Morningstar study says investors are paying almost half as much to own funds in 2018, compared to 2000.
Investors Consider Fund Fees, Performance When Making Purchases
Forty percent say information about fund fees is “very important” when selecting a mutual fund, ICI found in a survey.