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
Target Funds Post Strong Q4, Inflows
Last year ended with a strong quarter as U.S. equity markets recovered from a tough third quarter.
Ibbotson Says Asset Allocation and Diversification Held Up
While many investors and advisors believe that asset allocation and diversification failed during the markets and economic crisis of 2008-2009, Roger Ibbotson begs to differ....