Target-date funds can be well-suited to investors who lack the time or desire for more hands-on portfolio management, but they still need to so some homework first, says Morningstar senior fund analyst Josh Charlson .
Morningstar senior fund analyst Josh Charlson sets the record straight on common target-date misconceptions.
New Analyst Ratings for target-date funds now focus on a series' process, but there's more than one route to a top rating, says Morningstar's Josh Charlson .
Morningstar analyst Josh Charlson helps investors size up 'glide path' changes in their target-date fund series, and also discusses recent target-date performance and fund flow trends.
Many target-date series end in a static retirement income fund, but they don't always produce a lot of income and they may have a range of risk profiles, says Morningstar analyst Josh Charlson .
Knowing whether your fund uses a 'to' or 'through' glide path may affect how you invest.
Three former Artio managers start their own firm and fund but keep their track record, The Hartford to liquidate its target-date series, and AMG takes a majority investment in yet another boutique manager.
Bill Gross adds management duties on PIMCO Unconstrained Bond while its longtime manager is on a sabbatical, Arif Husain taking over T. Rowe Price International Bond, and more.
Using target funds to evaluate your own stock/bond/cash mix.
JP Morgan's Ann Lester says the relative advantage of high-yield assets is waning and that non-U.S. dividend-paying stocks can offer broader diversification and better total return.