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December 22, 2014 at 07:00 PM
Morningstar-owned Ibbotson Associates says that the average target-date fund lost 1.8% during the third quarter of 2014, while the S&P 500 rose 1.1% and the Barclays U.S. Aggregate Bond Index improved 0.2% during the period.
For the first three quarters of the year, though, target-date funds have improved 9.1%, underperforming the S&P’s 19.7% jump but outperforming the 4% gain in the bond index.
On a 12-month basis, large-cap growth equities top the list of asset classes in terms of performance, Ibbotson says. This group has improved 19.1%. This group is followed by large-cap value equities at 18.9% and real estate at 13.2%.
