Indexing has long played a significant role in the largest institutional DC plans. But now, indexing is gaining interest and momentum in small and mid-size plans as well. Combining indexing with actively managed strategies can help investment menus offer better value and performance.
A simple yet sophisticated choice that offers participants a globally diversified portfolio in a suite of index target date mutual funds.
Active Funds to Complement Our Index Solutions
Plans should reflect the right balance of active and index investment strategies, weighing cost against performance. Periodically assess whether your plan’s mix is still appropriate. Active management can be used for strategies that indexing can’t duplicate. In today’s streamlined DC menus, an active fund should meet specific needs and have a clearly designed process for helping to address desired investment outcomes.
Designed to generate capital appreciation through investing in undervalued equity securities.
A core balanced fund designed to diversify and help reduce volatility that can potentially serve as a qualified defined investment alternative (QDIA).
A portfolio built on dividend growth that seeks to protect assets in weak markets.