Morningstar recently updated their mutual fund fixed income categories resulting in significant changes impacting the Intermediate-Term Bond category[1]. Under Morningstar’s prior methodology, Intermediate-Term Bond funds were funds investing primarily in ...
Late last year, MSCI and S&P Dow Jones Indices announced changes to their Global Industry Classification Standard (GICS®). ...
Morningstar recently published their review of the target date product marketplace through 2017. Since 2008, target date mutual ...
Clients often wonder why we Watch List plan investments rather than automatically recommending funds for removal, particularly ...
The investment process and portfolio construction go hand-in-hand as the test of a manager’s investment philosophy. The process ...
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Retirement plan investment menu design depends on two key decisions: what asset classes are to be included and what mutual funds ...
Some indices have come to dominate asset class investing, such as the Russell 1000® Value, used to represent the large cap value ...
We assign funds to any number of categories for comparative purposes: large cap or small cap, foreign equity or domestic, value ...
The turnover ratio is a rather mundane statistic that tends not to attract much notice until we see an outlier, such as 293%. In ...
“Do we have any socially responsible funds within the plan?” The question usually comes to us from the human resources department ...
Many active fundamental growth managers have struggled to outperform their peer groups for the 1-year period ending June 30th. ...