Top Rated Fund Families: A Morningstar Report Card
Morningstar gives letter grades, from A to C, to the biggest fund groups, considering stewardship, manager tenure and performance.
Target-Dates Up 5.3%; But Q3 Flows Weaken
TDF Inflows Lowest in More Than a Decade
Target-date funds returned 5.3% for the third quarter, according to Ibbotson.
Fidelity Introduces Personal Trust Services for Broker Workstation
National Financial workstation offers suite as brokers vie for $3 trillion in assets.
Highlights of Q1 Target-Date Report
The average return for target-date funds during the first quarter of 2012 was close to 9%, which is about 3.5% below the S&P 500 Index