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.
If you're looking for managers who take a distinctive approach, you might want to consider these offerings.
Knowing whether your fund uses a 'to' or 'through' glide path may affect how you invest.
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 .
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.
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.
Using target funds to evaluate your own stock/bond/cash mix.