Target Date Funds
The latest news and developments about target date funds, which are often the investment of choice for retirement and 529 accounts.
Vanguard to Pay $106M to Settle Charges Over Misleading Statements
By Dinah Wisenberg BrinThe settlement is tied to tax bills some clients received after others switched to lower-cost funds.
July 05, 2024
Putting Retirement Portfolios to Work to Produce IncomeAt Morningstar's conference, Christine Benz and others discussed retirement needs and income strategies to meet them.
June 12, 2024
5 Questions: Vanguard's New Report on Annuities in Retirement PlansAdding an income option to a target-date fund sounds great, but will it work?
April 08, 2024
15 Portfolio Spring-Cleaning Tips: Advisors' AdviceTidying up a client's portfolio can save them time, hassle and money, according to this group of financial advisors.
April 01, 2024
How to Find the Right Asset Allocation for Your Retiring ClientTo plan for your client's unique needs, here's what to consider.
January 23, 2024
11 'Up-and-Coming' Investment Strategies to Watch: MorningstarMorningstar believes these fund managers and strategies may offer "enduring advantages and long-term appeal."
September 08, 2023
How Target-Date Funds Can Shortchange MenAverage allocation shifts built into target-date funds may be more appropriate for women, new research shows.
July 20, 2023
New Study Supports Private Equity in 401(k)sPrivate equity in target-date funds could boost returns, researchers suggest.