Morningstar Report Reveals Collective-Investment Trusts Poised to Overtake Mutual Funds in Target-Date Strategies in 2024 [Yahoo! Finance]
Morningstar, Inc. (MORN)
US:NASDAQ Investor Relations:
shareholders.morningstar.com/investor-relations/default.aspx
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Source: Yahoo! Finance
CHICAGO, March 26, 2024 BUSINESS WIRE Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today published its annual Target-Date Strategy Landscape Report , which found that in 2023 investors poured $156 billion of net inflows into target-date strategies, of which $104.5 billion—or 67%—went into collective investment trusts (CITs). Net flows slightly increased year-over-year, helping propel assets to a record high $3.5 trillion. "Investors in target-date strategies largely experienced positive returns in 2023, after the market turmoil of 2022. Low fees and research-driven glide paths continue to make target-dates a great tool for hands-off investors to save for retirement," said Megan Pacholok, senior manager research analyst at Morningstar. "This year, we saw target-date CITs continue their momentum, and we expect them to surpass mutual funds as the most popular target-date vehicle by the end of 2024." The 2024 report provides an in-depth ana
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MORN
Analyst Actions
- 2/26/24 - TheStreet
MORN
Sec Filings
- 4/26/24 - Form 10-Q
- 4/25/24 - Form 8-K
- 3/28/24 - Form ARS
- MORN's page on the SEC website