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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. 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.

  5. 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 .

  6. 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.

  7. 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.

  8. 2 Yacktman Funds to Slow Inflows

    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. 

  9. A Second Opinion on Retirement Asset Allocation

    Using target funds to evaluate your own stock/bond/cash mix.

  10. Why Yield-Seekers Should Eye Foreign Dividend Stocks

    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.

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