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 Launches Total International Bond II Index Fund: Portfolio Products
By Bernice NapachIn addition, BNY Mellon has introduced SMA ETF model portfolios on the Envestnet platform.
May 12, 2020
Target Date Funds Hammered by Q1 Market Turbulence: MorningstarAssets in target date strategies fell by 17% from the fourth quarter.
April 07, 2020
Target Date Funds Not Immune to COVID-19 Selloff: MorningstarBut they performed better than they did during 2008 financial crisis, the firm says.
March 06, 2020
Many Retirement Savers Have a Big Problem With Target Date Funds: SurveyThey want more focus on risk tolerance, not just time horizon, Invesco reports.
January 09, 2020
Lower Fees Entice 401(k) Investors to Stick With Target Date Funds: MorningstarMorningstar's David Blanchett looked at which factors made employees more likely to choose TDFs over other plan investments.
December 05, 2019
4 Retirement Plan Investments That Might Be Better Than Target Date FundsThese QDIA alternatives are available not just to mega-sponsors but to the advisor-driven market of small and midsize plans.
November 19, 2019
Morningstar's Retirement Whiz Warns Against Misusing Target Date FundsThe prolific retirement researcher David Blanchett tells ThinkAdvisor what's wrong with mixing TDFs with other 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.