Re-balance Cycle Reminder All MyPlanIQ’s newsletters are archived here.

For regular SAA and TAA portfolios, the next re-balance will be on Monday, December 18, 2017. You can also find the re-balance calendar for 2017 on ‘Dashboard‘ page once you log in.

As a reminder to expert users: advanced portfolios are still re-balanced based on their original re-balance schedules and they are not the same as those used in Strategic and Tactical Asset Allocation (SAA and TAA) portfolios of a plan.

Please note that we now list the next re-balance date on every portfolio page.

Mutual Fund Star Ratings: Are They Useful?

Many people are somewhat familiar with mutual fund star ratings that were popularized by Morningstar’s 5 star rating system. For many busy working professionals, they often rely on the star ratings to pick funds in their 401K or other retirement accounts.

Unfortunately, the result of using the ratings system has been very mixed to say the least. Let’s look at the ratings and how they have been used in more details.

How does Morningstar rate mutual funds?

Based on Morningstar:

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