Alight Solutions 401(k) Index statistics for December 2019:
Index statistics |
December |
2019 YTD |
Total transfers as percentage of starting balance |
0.13% |
2.29% |
# Fixed days |
15 (71%) |
216 (86%) |
# Equity days |
6 (29%) |
36 (14%) |
# Above-normal days |
0 |
25 |
Inflows and outflows during December:
- Trading inflows mainly went to bond and international equity funds
- Outflows were primarily from company stock and large U.S. equity funds
Asset classes with most trading outflows in December
|
Percentage of outflows |
Index dollar value ($ mil) |
Company stock |
40% |
$114 |
Large U.S. equity funds |
36% |
$102 |
December investment portfolios:
- After reflecting market movements and trading activity, average asset allocation in equities increased from 67.7% in November to 68.1% in December
- New contributions to equities decreased from 67.5% in November to 67.4% in December
Asset classes with most contributions in December
|
Percentage of contribution |
Index dollar value ($ mil) |
Target date funds |
49% |
$508 |
Large U.S. equity funds |
20% |
$208 |
International funds |
7% |
$73 |
December market observations:
Equity indices continued their positive trend with international equities (represented by the MSCI All Country World ex-U.S. Index) rising 4.3%, both large U.S. equities (represented by the S&P 500 Index) and small U.S. equities (represented by the Russell 2000 Index) gaining around 3.0%. U.S. bonds (represented by the Bloomberg Barclays U.S. Aggregate Index) fell slightly by 0.1%.