Private Assets in 401(k)s Add Modest Value: Morningstar

Are private markets in defined contribution plans worth it? For some people, sometimes. The White House and asset managers are looking to open up private market assets in all Americans’ portfolios, not just institutional investors’. And while many advisors are cautious, citing limited liquidity, opacity and greater potential for losses, private markets could actually do some good for clients. Just don’t get too excited. Private funds may add value, albeit modest, to 401(k)s according to a Morningstar anal ...