Lipper Begins Analyzing Lifestyle, Lifecycle Funds
May 1, 2006
Lipper has launched new lifestyle, lifecycle and hedge fund categories, to be able to more effectively compare peer groups. According to the Investment Company Institute, 15.6% and 16% of 401(k) assets are positioned in lifestyle and lifecycle funds.
Also, Lipper added hedge and quantitative attributes. Hedge attributes track funds that have exposure to market risk, and quantitative attributes analyze funds that rely on computer models to manage portfolios.
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