Alight Solutions 401(k) Index statistics for December 2020:
Index statistics |
December |
2020 YTD |
Total transfers as percentage of starting balance |
0.11% |
3.51% |
# Fixed days |
11 (50%) |
184 (73%) |
# Equity days |
11 (50%) |
69 (27%) |
# Above-normal days |
0 |
47 |
Inflows and outflows during the month of December:
- Trading inflows mainly went to bond, target date and large U.S. equity funds
- Outflows were primarily from stable value, company stock and money market funds
Asset classes with most trading outflows in December
|
Percentage of outflows |
Index dollar value ($ mil) |
Stable value funds |
45% |
$123 |
Company stock |
28% |
$76 |
Money market funds |
16% |
$43 |
December investment portfolios:
- After reflecting market movements and trading activity, average asset allocation in equities increased from 66.9% in November to 67.7% in December
- New contributions to equities remained at 67.3% from November through December
Asset classes with most contributions in December
|
Percentage of contributions |
Index dollar value ($ mil) |
Target date funds |
48% |
$530 |
Large U.S. equity funds |
20% |
$221 |
International equity funds |
7% |
$79 |
December market observations:
The observed capital market indices were positive in December. U.S. small equities (represented by the Russell 2000 Index) gained 8.7%, international equities (represented by the MSCI All Country World ex-U.S. Index) earned 5.4% and U.S. large equities (represented by the S&P 500 Index) grew 3.8%. U.S. bonds (represented by the Bloomberg Barclays U.S. Aggregate Index) were also up 0.1%.