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Investing Specialists

Wait, What's That in My 401(k)?

Not every company retirement plan features easy-to-research mutual funds. Here’s how to find more information on some popular options.

If you’re a regular Morningstar.com reader, it’s a good bet you like to do your homework before making a purchase. You check out the latest consumer reviews before buying a new car or a washing machine, investigate hotels’ ratings on Tripadvisor before booking a reservation, and scrupulously research investments before giving them a home in your portfolio.

But if you’re investigating holdings in your company retirement plan, you may have hit upon some unfamiliar-looking options that you can’t readily find information on or include in your portfolio tracking system. Is it a mutual fund, or some other vehicle? Should you stick with the more familiar options, or could you be missing out on something worthwhile?

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