Target Date Funds
The latest news and developments about target date funds, which are often the investment of choice for retirement and 529 accounts.
January 28, 2021
Few Retirement Plans Offer Alts in Target Date Funds: StudyESG approaches aren't particularly popular among plan sponsors either, PGIM found.
December 11, 2020
Vanguard Slashes Investment Level for Institutional Target Date FundsBy going from a $100 million minimum down to $5 million, the asset manager aims to "broaden" retirement plan access to these funds.
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.
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.