Target Date Funds
The latest news and developments about target date funds, which are often the investment of choice for retirement and 529 accounts.
Lower Fees Entice 401(k) Investors to Stick With Target Date Funds: Morningstar
By Jeff BermanMorningstar's David Blanchett looked at which factors made employees more likely to choose TDFs over other plan investments.
November 08, 2019
SEC Cites Risks in Target Date FundsAmong infractions cited were marketing materials with asset allocation disclosures that differed from the TDFs' prospectus disclosures.
October 16, 2019
Target Date Funds Fail to Live Up to Expectations: ReportThe report from Alight Solutions found that participants are not using TDFs as they were intended to be used.
June 07, 2019
Fidelity Trims Fees on Target Date Index Funds, Undercutting VanguardThe cuts are equivalent to a 14% price reduction on entry level share classes.
October 22, 2018
Add Alts to Target Date Funds? Policy Report Says YesAdding alternative investments to TDFs can increase returns while decreasing downside risk, the authors argue.
September 10, 2018
Younger Workers Favor Target Date Funds: StudyTDFs' heavy equity focus for early-career employees attracts younger investors, a report from EBRI and ICI says.
July 18, 2018
Target Date Funds Aren't the Retirement Bull's-EyeFew investors understand their cost and risks.
June 14, 2018
Target Date Funds Work 'Better Than Anything Else' for Investors: MorningstarMorningstar research finds that TDFs have proved remarkably consistent at producing good results for investors.