TDFs Lead Growth in Target Portfolios
Growth in target-date funds is expected to increase 21% between the end of 2011 and 2016, a study conducted by BrightScope with Fuse found.
TDFs Popular Among Retirement Plans, but Not as Default
Target-date funds are increasingly more common in defined contribution plans, but few plan sponsors have adopted them as their default investment option for participants, AllianceBernstein found in a survey released Tuesday.
Big Jump in 401(k) Investors Seeking Diversification
One-third of 401(k) plan participants invested their entire account balance in a professionally managed asset allocation and investment option in 2011, up from less than one-tenth in 2005, according to Vanguard.
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
Zvi Bodie: I Bonds Are Best for Most Investors
Zvi Bodie, safe-investing proponent, says Series I savings bonds are the best investment for most people, yet few know about these inflation-protected bonds.
Target-Date Funds Dominate 401(k) Plans
Close to one in four 401(k) investors have their assets allocated solely in target-date funds — a six-fold increase over the past five years, according to new Vanguard research.
Lifecycle Products Grew 8% in Q4 to $842 Billion
Target-date and target-risk products grew 5% in 2011 and 8% in fourth quarter, according to New York-based Strategic Insight.
Digging for Bargains
As 2012 develops, one unchanged investment trend is the continued expansion of the ETF universe.
Echo Boomers Make Big Economic Impact: IBISWorld Report
While not as large a demographic as their baby boomer parents, echo boomers are proving to be a powerful customer base, according to a new IBISWorld research report.
Lifecycle Funds Grew 8% in Q4 to $842B
Assets in target-date mutual funds remain highly concentrated among five firms, says Strategic Insight.