ICI data show the steady drop in mutual fund fees, even as the most popular 401(k) investment vehicle faces competition from cheaper CITs. Mutual fund fees have dropped by more than half so far this ...
Business Intelligence | From W.D. Strategies on MSN

What is a target date fund - and is it dragging down your 401(k)?

You open your 401(k) statement and there it sits: a fund with a year somewhere in the title. Maybe it's 2050 or 2040. Simple enough, right? Pick the year closest to when you plan to retire and let the ...
Collective investment trusts have taken the defined contribution investment world by storm in the past decade. The pooled investment vehicles, which are held by a bank or trust, have overtaken mutual ...
The US federal government’s Thrift Savings Plan ended April 2024 with $872 billion in assets serving more than 7 million participants—or one in every 25 workers in the United States. Our series of ...
Investing regularly has become an important part of personal financial planning, especially as individuals look for ...
Read this introduction to the Vanguard 529 College Savings Plan, including features, benefits, and comparisons with other plans.
Can a one-time Rs 10 lakh investment help you generate Rs 1 lakh monthly income for 20 years? This detailed 20-20 SIP + SWP plan explains how disciplined investing for 20 years can create a Rs 1.37 ...
Get latest NAV, Returns, SIP Returns, Performance, Ranks, Dividends, Portfolio, Morning Star, Expert Recommendations, and Comparison with gold, stock,ULIP etc. Calculate SIP, VIP Returns. Now invest ...
The investment seeks to provide total return through a combination of growth and income and preservation of capital in declining markets. The fund primarily invests in equity securities, including ...
Microcap mutual funds offer exposure to companies in the early stages of growth, where return potential can be meaningful but ...