Many funds incur a substantial cost from how they go about rebalancing, possibly exceeding these funds’ total trading costs ...

We’re in the thick of tax season, which means many investors are making IRA contributions, and target-date funds can be ideal IRA investments. Here to discuss why that is and to share a few of ...

However, many target-date funds actually held more equities on average than balanced funds through those 15 years. The Vanguard Balanced Index fund (VBINX), for example, was matched or beaten out in ...

When choosing target date funds, you should consider your risk tolerance and investment goals. Other factors to consider when selecting target date funds include expense ratios, fund performance ...

SungardenInvestment.com, former investment advisor and fund manager. I’ll admit to not being the biggest fan of what are referred to as target date funds, which allocate assets across stocks ...

Target-date funds typically have several share classes ... returns relative to peers in recent years. Research drives the investment decisions at LifePath Index. The glide path is aggressive ...

CITs have been outpacing mutual funds in recent years, reflecting investors’ preference for lower-cost investment options. Between 2022 and 2024, CIT-based target-date assets grew at an annual ...

Target-date funds keep evolving into a bulwark against panic trading by defined contribution plan participants, an ...

Investment managers who run TDFs typically think of participants' needs in the context of retirement around age 65 and long lifespans after retirement. Target-date funds can make sense for some ...

Personal target-date fund services may be an option as a qualified default investment alternative (QDIA) or a dynamic QDIA that leads into an even more personalized managed accounts strategy once ...

The majority of 401k and state sponsored IRA plans offer target date funds or index funds that shift from risky to more conservative investments as you get closer to your retirement date.

Millennials born in the early 1980s to mid-1990s are beginning to enter middle age and their peak earning years. This generation entered the workforce around the time of the Great Recession and has ...