BrightScope Ranks the Top 20 Commodities Funds Held in America''s 401k Plans
PIMCO Improves Its Reign With Three Funds Ranked in the Top Five; Fidelity Falls While Wellington Commodities Debuts at No. 3
(firmenpresse) - SAN DIEGO, CA -- (Marketwired) -- 09/02/15 -- BrightScope (), a leading provider of independent financial information and investment research, today announced the Top 20 Commodities Fund Distribution List for 401k and defined contribution industry. Based on the $3.6 trillion in 401k assets BrightScope analyses, the amount of 401k assets held as commodities funds make up just over one percent -- $4.1 billion -- of the assets held in those plans.
"Since BrightScope began tracking commodity funds five years ago, the big players in the space consistently rank high while the total amount of dollars represented by the list has steadily grown," said Brooks Herman, Head of Data & Research at BrightScope. "There has been a shakeup in the top three commodities funds on this year''s list with newcomer Wellington, likely as a result of the fund''s recent inclusion in the plan of a major discount retailer."
Noteworthy findings in the 2015 Top Commodities Funds list include:
Winners Club: PIMCO continues to dominate the list with PIMCO Commodity Real Return Strategy snagging the No. 1 spot for the third year in a row, and PIMCO CommoditesPLUS Strategy and PIMCO CommoditesPLUS Trust II coming in at No. 4 and No. 5, respectively
Warm Welcome: BrightScope welcomes newcomers Wellington Commodities (No .3), Wellington Commodity Total Return (No. 12), Russell Real Asset (No. 14), and Blackrock DJ UBS Commodity Daily (No. 16) onto the list
Big Leaps: Since last year, SSGA Real Return Ex-Natural Resources Equity gained more than $122 million in total 401k assets, while PIMCO CommoditiesPLUS Strategy added over $59 million
Overall the total assets represented by top commodity funds increased by more than $367 million year-over-year
The Top 20 Commodities Funds by total distribution:
1.
2.
3. Wellington Commodities
4.
5. PIMCO CommoditesPLUS Trust II
6. SSGA Real Return Ex-Natural Resources Equity
7. Blackrock DJ UBS Commodities Index
8.
9. T. Rowe Price New Era
10. Van Eck Global Hard Assets
11. Fidelity Select Chemicals
12. Wellington Commodity Total Return
13. Fidelity Select Materials
14. Russell Real Asset
15. John Hancock Funds II Natural Resources
16. Blackrock DJ UBS Commodity Daily
17. Fidelity Global Commodity Stock
18. Credit Suisse Commodity Return Strategy
19. SSgA Dow Jones US Commodity Fund
20. Ivy Global Natural Resources
BrightScope obtains an increasing amount of its data directly from plan sponsors and record keepers, and augments these primary sources with data from publicly available sources such as the Department of Labor and the Securities and Exchange Commission. By analyzing and interpreting this data, BrightScope provides unprecedented transparency into the 401k industry.
The BrightScope Rating was developed by BrightScope, Inc. with the help of leading academics and independent 401k fiduciaries. By analyzing more than 200 individual data points, the BrightScope Rating algorithm calculates a single numerical value for each 401k plan. The data points examined cover broad categories such as total plan cost, company generosity and investment menu quality.
BrightScope has rated nearly 50,000 401k and 403b plans, spanning more than 57 million workers and over $3 trillion in assets. Industry adoption of the BrightScope Rating will lead to more cost-effective plans, increased participation rates, higher employee satisfaction and better outcomes for the 60 million employees who depend on their 401k plan for retirement.
BrightScope is a financial information company that brings transparency to opaque markets through independent research and analysis. Delivered through web-based software, BrightScope data drives better decision-making for individual investors, corporate plan sponsors, asset managers, broker-dealers, and financial advisors. The BrightScope Rating™, developed in partnership with leading independent 401k fiduciaries, reviews more than 200 unique data inputs per plan and calculates a single numerical score which defines plan quality at the company level. In April 2011, the company launched BrightScope Advisor Pages™, the first comprehensive and publicly available directory of financial advisors designed to help consumers discover information and conduct due diligence on wealth management professionals. BrightScope also markets a suite of data analytics software products to Fortune 1000 companies, asset managers, broker-dealers, financial advisors, and other market participants. Public ratings for nearly 50,000 retirement plans as well as rating definitions, criteria and methodologies, and information on more than 680,000 financial advisors and nearly 33,000 active advisory firms are available for free at .
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Datum: 02.09.2015 - 06:00 Uhr
Sprache: Deutsch
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