The Gen II team is the most experienced and longest tenured team in the private equity fund administration industry, with broad expertise across buyout, funds of funds, real estate, energy, infrastructure, credit, co-investment, hybrid funds
, feeder funds, venture capital, retail and managed accounts.
private funds, including private equity funds, real estate funds, credit funds, energy and infrastructure funds, hedge funds, hybrid funds
, fund-of-funds, and venture capital funds.
In the US, a 10-year trend has seen allocations to hybrid funds
increase to as target date options have been driven by more plans installing automatic-enrollment features, making target-date funds the default investment options.
"For investors, hybrid funds
would be the best way to tackle the situation for the next six months."
Using data from ICI, the report found the least expensive funds, institutional money market funds, charged a median 0.44% of assets, compared with 1.24% for hybrid funds
. Within fund types, the least expensive index equity funds had an expense ratio of 0.08%, while the most expensive charged 1.56%.
I also have some money in gold ETFs and hybrid funds
Mutual Fund Retirement Assets by Type of Account and Fund: Q4 2013 Equity Total Domestic Foreign Hybrid (1) Retirement accounts $3,761 $2,885 $876 $1,437 IRAs 1,637 1,244 393 627 DC plans 2,124 1,641 483 809 401(k) plans 1,584 1,197 387 670 403(b) plans 309 271 38 76 457 plans 69 54 15 16 Other DC plans (2) 162 119 43 47 VA mutual funds (outside 778 601 177 140 of retirement accounts) (3) Total 4,539 3,486 1,054 1,577 Bond Money Total marketw Retirement accounts $893 $379 $6,470 IRAs 465 230 2,959 DC plans 427 149 3,511 401(k) plans 307 98 2,659 403(b) plans 36 21 442 457 plans 15 1 101 Other DC plans (2) 70 29 308 VA mutual funds (outside 300 24 1,241 of retirement accounts) (3) Total 1,192 403 7,711 (1) Hybrid funds
invest in a mix of equities and fixed-income securities.
According to its report "The Economics of Providing 401(k) Plans: Services, Fees and Expenses, 2012," the decrease in expenses for these funds, which include equity, bond and hybrid funds
, is consistent with the downward trend of the past decade and a half.
On Hybrid funds
, Rego says, one can use a combination of Balanced Funds (Reliance RSF Balanced / HDFC Prudence); Balanced Dymanic PE (FT India Dynamic PE Fund); and Multiasset (Axis Triple Advantage).
For more from Tom Nawrocki, see: The Effects of Earnings Season Trends in Expense Ratios Hybrid Funds
Are on Fire
Fidelity today offers Indian investors a comprehensive range of well-differentiated investment options through its various equity funds and fixed income / hybrid funds
. For more information, please visit www.fidelity.co.in.