403(b) Curriculum Library


Showing entries from 2017.

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25

Apr 2017

Investment Brief: First Round of French Election Eases Market Fears

Anti-globalist and anti-establishment sentiment continues to add to political and capital market uncertainty. After Brexit and the U.S. presidential election, the world is closely watching the French presidential election, as it is considered to be the defining moment for the future of the European …

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19

Apr 2017

Fund In Focus: Vanguard Inflation-Protected Securities Fund

This month’s Fund in Focus takes a look at the Vanguard Inflation-Protected Securities fund. While Vanguard is known for its low cost index funds, this strategy is one of their actively managed fixed income funds. With more than $26 billion in total assets as of February 2017, this fund is by far th…

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20

Mar 2017

Investment Management Merger and Acquisition (M&A)

As defined contribution plans continue to evolve into the primary retirement savings vehicle, several powerful trends are reshaping the asset management industry, including merger and acquisition activity (M&A) at both the firm and individual fund levels. What does this mean for plan sponsors?

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20

Mar 2017

Fund in Focus: Fidelity Low-Priced Stock

Fidelity Low-Priced Stock has an impressive long-term track record. While the fund’s large size may pose a challenge to the strategy, the fund’s process and strategy have proven to add value over time, while assuming a lower level of risk. ​Learn more about this month's Fund in Focus.

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16

Mar 2017

Investment Brief: The Fed Takes Another Step Towards Normalizing Rates

As widely expected, Fed officials voted to raise the benchmark federal funds rate a quarter point to a range between 0.75% and 1.0% yesterday. This is the second time policymakers have lifted rates in the last three months, a move spurred by steady economic growth, strong job gains, and confidence t…

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14

Feb 2017

Fund in Focus: Fidelity Contrafund

In this edition of Fund in Focus, we focus on one of biggest actively managed funds in the large cap space: Fidelity Contrafund (FCNTX). With its popularity and large size, Contrafund is recognized as one of Fidelity’s flagship funds. Launched in 1967, the fund was appropriately named “Contrafund” i…

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