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Josh Charlson

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  1. Is a Target-Date Fund Right for You?

    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 .

  2. Target-Date Funds: Fact Versus Fiction

    Morningstar senior fund analyst Josh Charlson sets the record straight on common target-date misconceptions.

  3. Is Your Target-Date Fund a Medalist?

    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 .

  4. Fine Tuning Fixed-Income Exposure With Alternative Bond ETFs

    ProShares' Simeon Hyman sees new alternative ETF products as a way to manage interest-rate risk while still maintaining exposure to credit risk.

  5. Recognizing Red Flags in Your Target-Date Fund

    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.

  6. What You Need to Know About Retirement Income Funds

    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 .

  7. These Target-Date Series Aim From a Different Angle

    If you're looking for managers who take a distinctive approach, you might want to consider these offerings.

  8. What Happens to Your Target-Date Fund When You Retire?

    Knowing whether your fund uses a 'to' or 'through' glide path may affect how you invest.

  9. Fidelity Makes Manager Changes

    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.

  10. The Importance of Total Return

    As rates remain low, many investors overlook the risks of higher-yielding fixed-income assets; instead, they should maintain low-cost, well-diversified portfolios, says Vanguard's Fran Kinniry.

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