Alight Solutions 401(k) Index™ statistics for Q4 2020 and year-to-date:
Index Statistics |
Q4 2020 |
2020 YTD |
Net transfers as percentage of starting balance |
0.68% |
3.51% |
# Fixed days |
44 (69%) |
184 (73%) |
# Equity days |
20 (31%) |
69 (27%) |
# Above-normal days |
10 |
47 |
Asset classes with most trading outflows in Q4 2020
|
Percentage of outflows |
Index dollar value ($ mil) |
Large U.S. equity funds |
37% |
$572 |
Company stock |
23% |
$348 |
Mid U.S. equity funds |
10% |
$147 |
Fourth quarter market observations:
The fourth quarter was positive across all observed indices. Small U.S. equities (represented by the Russell 2000 Index) rose 31.4%, international equities (represented by the MSCI All Country World ex-U.S. Index) grew 17.0%, and large U.S. equities (represented by the S&P 500 Index) gained 12.2%. U.S. bonds (represented by the Bloomberg Barclays U.S. Aggregate Index) also rose 0.7%.