Target Date Funds
Watch breaking news videos and read news updates about Target Date Funds on investmentnews.com
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T. Rowe plans new conservative target date funds
T. Rowe Price Group Inc. in August plans to launch a series of target date funds with a more conservative glide path than its existing such funds.
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American Century cuts Livestrong name from target dates
Says change for consistency, not effort to distance company from Armstrong.
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Fidelity target date funds draw fire from consulting firm
Center for Due Diligence says performance of fund giant's TDFs lags large competitors'
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Passive target date funds are picking up the pace
Assets invested in passive target date funds are growing at a much faster rate than those in active target date funds, though active funds still hold a substantial majority of assets.
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OppenheimerFunds seeks to rebuild retirement plan cred
OppenheimerFunds is back in the retirement game, but not with target date funds.
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American Century won't backpedal on Lance Armstrong's charity
Despite stripping of cyclist's seven yellow jerseys, fund company sticking with target date funds for Livestrong
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Morningstar: Not enough disclosure in target date disclosure
Fund researcher tells SEC that plan participants don't have access to vital information; what's the glide path?
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Advisers scratch their heads over changes at American
Is American Funds losing its touch with financial advisers? That is the question that some advisers are asking as Capital Research and Management Co., which runs the American Funds, prepares to take the wraps off a suite of mutual funds intended to offer advisers a predetermined mix of investments.
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Target date funds lack alternatives
Financial advisers intent on including alternative investments in the target date retirement funds they advise are finding few choices available to them.
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Schwab's target date funds in 'the hands of a novice': Morningstar
Morningstar Inc. this week gave The Charles Schwab Corp.'s target date funds a “negative” rating, pointing to a revolving door of managers at the funds. Analyst David Falkof gave the rating to a slate of funds in Schwab's series, going from 2010 up to 2040. Going back nearly four years, Schwab's
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Look deeper in choosing target funds
As the popularity of target date funds has grown over the past five years, so too has the publicity around the differences among the managers and the wide variations in performance and risk exposure that can result. The lack of a consistent approach among managers also makes it difficult for plan
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Exotic strategies a mixed bag for target funds
PERFORMANCE VARIES LESS ROBUST RESULTS Mutual fund managers' use of exotic strategies, including leverage and derivatives, so far is yielding varying performance and mixed reviews from financial advisers. Firms using leverage and derivative-based strategies to boost the performance of their
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Advisers steering clear of target date funds that use exotic strategies
Mutual fund managers' use of exotic strategies, including leverage and derivatives so far is yielding varying performance and mixed reviews from financial advisers. Firms using leverage and derivative-based strategies in their target date funds include AllianceBernstein LP, Invesco Ltd. and Pacific
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Fee decline in target date funds likely to persist
Target date fund fees have been declining year by year and basis point by basis point, and more cuts seem likely
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Automatic enrollment reduces savings disparity among ethnicities
Automatic enrollment in 401(k) plans levels the participation playing field among employees of different races. As part of a recent study, The Vanguard Group Inc. examined seven defined-contribution plans containing a total of 250,879 employees. Of those workers, 163,971 were Caucasian, 7,779 were
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