High materiality7/10
Do You Really Know What’s Inside Your 401(k)?
Why it may matterVerify against the original reporting
The shift towards CITs and complex investments may deter investors, affecting MORN’s asset management appeal.
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Target-date funds may become complex due to added holdings. Over 35% of target-date funds now hold over two dozen positions. Collective investment trusts (CITs) dominate, comprising 52% of target-date assets. CITs may lead to higher costs and lower transparency for investors. Private assets in target-date funds could increase risk for investors.
- Target-date funds may become complex due to added holdings.
- Over 35% of target-date funds now hold over two dozen positions.
- Collective investment trusts (CITs) dominate, comprising 52% of target-date assets.
- CITs may lead to higher costs and lower transparency for investors.
- Private assets in target-date funds could increase risk for investors.
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