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 ...

Fidelity Freedom® Funds are designed so that the target date referenced in the Fund name is the approximate year when ...

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

Current and former employees of Lockheed Martin have sued the company and fiduciaries of three retirement plans, alleging the ...

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 ...

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 ...

Target Date Funds have emerged as a pivotal innovation, simplifying the process of saving for retirement, especially for individuals who may lack the expertise or time to manage their investment ...

where he spent seven years on the target-date team. He didn’t fully take the reins here until late 2020, when Natixis phased out investment consultant Wilshire. Now Sharpe oversees the series ...

BlackRock's iShares LifePath Target-Date ETFs are a set of retirement tools that are unique to the ETF industry. Target-date ...

[1] As of December 31, 2024 [2] Pensions & Investments, 2024 Investing involves risk, including possible loss of principal. Target date portfolios are managed toward a particular target date ...

Christine Benz of Morningstar Even if you’re not an investment collector, it’s a good bet that the number of holdings and ...