Tag: Morningstar

Stock market analyst in front of screen with a down market

Morningstar shows those with self-directed investments were more likely to change than those in TDFs or managed accounts. The rumor has been that 401(k) participants took little action when the stock market declined by more than 30 percent in February and March 2020.  A Morningstar study provides some numbers to back up the lore. T…

Businessman in office talking on phone

When David Marotta is investing his clients’ money in mutual funds, he scrutinizes the fees. To demonstrate why fees are so important, Marotta charted the fees and 10-year returns for dozens of index funds in the Standard & Poor’s 500 family. Since these funds all track the same index and their performance is roughly t…