The Alight Solutions 401(k) Index™ statistics for the month of January 2018:
Index statistics |
January |
2018 YTD |
Total transfers as percentage of starting balance |
0.32% |
0.32% |
# Fixed days |
4 (19%) |
4 (19%) |
# Equity days |
17 (81%) |
17 (81%) |
# Above-normal days |
12 |
12 |
Inflows and outflows during the month:
- Trading inflows mainly went to international, large U.S. equity, and emerging markets funds
- Outflows were primarily from stable value, company stock, and bond funds
Asset classes with most trading outflows in January
|
Percentage of outflows |
Index dollar value ($ mil) |
Stable value funds |
49% |
$322 |
Company stock funds |
24% |
$161 |
Bond funds |
11% |
$74 |
January investment portfolios:
- At the end of January, 69.5% of balances were invested in equities, up from 68.6% at the end of December
- 68.1% of new contributions were invested in equities, up from 67.1% at the end of December
Asset classes with most contributions in January
|
Percentage of contributions |
Index dollar value ($ mil) |
Target date funds |
48% |
$669 |
Large U.S. equity funds |
18% |
$258 |
International funds |
8% |
$114 |
January market observations
Large U.S. equities, small U.S. equities, and international equities (represented by the S&P 500 Index, the Russell 2000 Index, and MSCI All Country World ex-U.S. Index, respectively) had positive gains in January. U.S. bonds (represented by the Bloomberg Barclays U.S. Aggregate Index) experienced a loss for the month.