BlackRock's iShares LifePath Target-Date ETFs are a set of retirement tools that are unique to the ETF industry. Target-date funds, which have been around for decades, help investors smoothly and ...
Business Intelligence | From W.D. Strategies on MSN

What is a target date fund - and is it dragging down your 401(k)?

You open your 401(k) statement and there it sits: a fund with a year somewhere in the title. Maybe it's 2050 or 2040. Simple enough, right? Pick the year closest to when you plan to retire and let the ...
The best target-date funds dominate US retirement plans because they simplify portfolio management at scale. These strategies package asset allocation and rebalancing into a single fund tied to a ...
Mutual fund feeds and expenses are charges that may be incurred by investors who hold mutual funds. Running a mutual fund involves costs, including shareholder transaction costs, investment advisory ...
A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as ...
We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...
Global markets ended the year strong despite volatility from the U.S. government shutdown, softening job growth, and elevated ...
These three ETFs can help you construct a solid retirement portfolio instead of relying on target-date funds for your ...
The investment seeks capital growth and income over the long term. The fund is a “fund of funds” that invests in a combination of mutual funds and ETFs sponsored by the Adviser or its affiliates. The ...
Trusts outperformed benchmarks in Q4 2025 behind strong tactical allocation and global market gains. Read the full analysis ...