Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:American Funds Still Rules Not Rated 1.0 Email Routing List Email & Route  Print Print
Friday, April 16, 2010

American Funds Still Rules

Reported by Daniel Tovrov

The 401k Round Up is a weekly column aimed at keeping mutual fund industry insiders updated on what's happening in the 401(k) industry. Below are quick takes on stories that originally appeared on The MFWire's sister publication, The 401kWire.
American Funds mutual funds are still the the first choice in retirement plans. The company had five of the top 20 most popular mutual funds in plans, the big winner being the Growth of America Fund, which was in 70 to 75 percent of all plans. The Pimco Total Return was next in line and is inside 50 to 60 percent of retirement plans.

Surprisingly, Baron Small Cap was high on the list. The fund was present in 20 to 30 percent of plans even though Baron puts far fewer resources into DC-IO than some other firms. Davis Funds, another small retirement player, also sat among giants. The Davis NY Venture Fund was in 25 to 30 percent of DC plans.

Charles Schwab had the most used target date fund, followed by Barclays Global Investors and T. Rowe Price.

* * *

Sentinel Investments grew its defined contribution investment only team, as part of a larger sales team expansion. David Kania was hired as a regional retirement director covering the eastern U.S. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

1.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2025: Q4Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. IDC webinar - Distribution for Fund Directors: Evolution and Trends, September 15
  2. MMI webinar - The Case For Alts In UMAs: Why Incorporating Alternatives Into a UMA Structure Is Becoming a Strategic Imperative, September 16
  3. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  4. IMEA Content Management Roundtable, September 16
  5. IMEA 2025 Star Awards Celebration, September 16
  6. IMEA Marketing Summit, Sep 16-17
  7. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  8. WE PNW - Mentorship Program Virtual Session: Building Trust to Win New Business and Influence Others, September 23
  9. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  10. Nicsa webinar - Utilizing AI to Enhance Distribution & Advisor Engagement, September 24
  11. IMEA Portfolio Construction Roundtable, September 24
  12. IMEA Models Roundtable, September 25
  13. Expect Miracles Atlantic Coast Classic 2025, September 29
  14. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  15. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  16. 10th annual Fuse Forum, October 8
  17. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  18. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  19. 2025 MMI Annual Conference, Oct 15-17
  20. Samfund Soiree Manhattan 2025, October 23
  21. Tiburon CEO Summit XLIX, Oct 27-29
  22. 2025 Sohn San Francisco Investment Conference, October 28
  23. Schwab Impact 2025, Nov 2-4
  24. UCITS & AIFMD for U.S. Managers 2025, Nov 4-5
  25. MFDF In Focus webinar - Audit Committee Chair, November 5
  26. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use