Share Class ABC's: Choose Wisely

WFG Blog

When choosing mutual funds for your plan’s investment menu, understanding the different share classes is key.

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Compound interest and increasing retirement savings by 1% each year can have a significant impact on your 401(k).

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Our latest insights

  • Mar 19 2019

    Choosing mutual funds for your retirement plan’s investment lineup can feel like wading through a sea of alphabet soup. Fund companies typically offer multiple share classes, each sporting its own unique letter. A shares, C shares, I shares, R shares — what does it all mean? Luckily, you don’t have to be a mutual fund  Read more ➝

  • Mar 12 2019

    The S&P 500 Index has staged an impressive rally after nearly entering a bear market December 24, with U.S. stocks notching their best start to a year since 1991. Stocks have climbed the “wall of worry” once again, but global uncertainty persists as the bull market nears its tenth anniversary. While the road to new  Read more ➝

  • Feb 26 2019

    By Jay Sanford, Director, Investment Strategy As the political football of another shutdown is being thrown around, we thought we would share some anecdotal information to put some things into perspective, both for the good and not so good. As some of you know if you have been around me, seen me present in front  Read more ➝