What Does the Recent Hike in Treasury Yields Indicate?
We will take a closer look at the recent surge in treasury yields...
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In case if you are wondering whether mutual funds are right for you at all, you should read why mutual funds, in general, should be a part of your portfolio.
Benchmarks should serve a number of important functions:
Check out our “Do Mutual Fund Benchmarks Matter?” article, to know more about why mutual fund benchmarks better.
A similar problem exists when measuring against a peer group using the same target year. BlackRock determined that a 50-50 asset allocation is appropriate for a 2020 target date, but a target-date fund’s investment strategy is determined entirely by the provider. For example, the Wells Fargo Dow Jones Target 2020 Fund (WFLPX) has only 30% invested in equities. The Fidelity Freedom 2020 Fund (FFFDX) has 65% invested in stocks. Just because funds share a target date doesn’t mean they look anything like each other.
Custom benchmarks can help address these issues to a degree but don’t necessarily solve the entire problem. Many are essentially built to reflect the target-date fund itself so they may undermine the ability of the fund manager to outperform. Custom benchmarks can also change over time. This was the case with the BlackRock fund that recently increased the equity exposure of the portfolio across the entire glide path.
Check out our “Due Diligence for a Target-Date Fund” article, to learn about what criteria to use when choosing between target-date funds.
These benchmarks are a step in the right direction but still have their challenges when it comes to measuring funds with similar target dates but very different portfolios.
Be sure to follow our Target-Date Funds section to learn more about target-date funds.
Receive email updates about best performers, news, CE accredited webcasts and more.
We will take a closer look at the recent surge in treasury yields...
Kristan Wojnar, RCC™
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Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
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In case if you are wondering whether mutual funds are right for you at all, you should read why mutual funds, in general, should be a part of your portfolio.
Benchmarks should serve a number of important functions:
Check out our “Do Mutual Fund Benchmarks Matter?” article, to know more about why mutual fund benchmarks better.
A similar problem exists when measuring against a peer group using the same target year. BlackRock determined that a 50-50 asset allocation is appropriate for a 2020 target date, but a target-date fund’s investment strategy is determined entirely by the provider. For example, the Wells Fargo Dow Jones Target 2020 Fund (WFLPX) has only 30% invested in equities. The Fidelity Freedom 2020 Fund (FFFDX) has 65% invested in stocks. Just because funds share a target date doesn’t mean they look anything like each other.
Custom benchmarks can help address these issues to a degree but don’t necessarily solve the entire problem. Many are essentially built to reflect the target-date fund itself so they may undermine the ability of the fund manager to outperform. Custom benchmarks can also change over time. This was the case with the BlackRock fund that recently increased the equity exposure of the portfolio across the entire glide path.
Check out our “Due Diligence for a Target-Date Fund” article, to learn about what criteria to use when choosing between target-date funds.
These benchmarks are a step in the right direction but still have their challenges when it comes to measuring funds with similar target dates but very different portfolios.
Be sure to follow our Target-Date Funds section to learn more about target-date funds.
Receive email updates about best performers, news, CE accredited webcasts and more.
We will take a closer look at the recent surge in treasury yields...
Kristan Wojnar, RCC™
|
We are looking at the industry themes of client emotional appeal, the power...
Justin Kuepper
|
Let’s take a closer look at smart beta funds, strategies for frothy markets...
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Download our free report
Find out why $30 trillon is invested in mutual funds.
Mutual Fund Education
Justin Kuepper
|
Let's take a closer look at how ESG investments have outperformed during the...
Mutual Fund Education
Daniel Cross
|
While CITs and mutual funds share many similarities, there are some key differences...
Mutual Fund Education
Sam Bourgi
|
The phrase ‘bear market’ has been thrown around a lot lately, but it...