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Target-Date Funds

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  1. Don't Overlook These Conservative All-in-One Funds

    Headlines

    Wed, 25 Mar 2015

    multiple asset classes--including allocation and target - date funds --have been a true bright spot in the actively ..... Morningstar's fund flow data . The rapid uptake of target - date funds , which are often the default options in company

  2. Is the Do-It-Yourself Retirement Model Failing Us?

    Video Reports

    Sun, 22 Mar 2015

    choose from and maybe leading you by the hand with target - date funds and automatic enrollment and automatic escalation ..... of your spouse is, and we have no equivalent to target - date funds . So, annuities could be a sensible part of that

    Target-Date Funds found at 6:24, 7:37

    you can choose from and maybe leading you by the hand with target-date funds and automatic enrollment and automatic escalation--and they help you out with your health-care plan as well. They are acting as your fiduciary,
    life expectancy of your spouse is, and we have no equivalent to target-date funds . So, annuities could be a sensible part of that. Up until now, the Labor Department has not been able to figure out
  3. A Dynamic Approach to Asset Allocation

    Video Reports

    Fri, 20 Mar 2015

    Morningstar.com. Should target - date funds change their asset allocations ..... about standard glide paths for target - date funds . When you look upon them ..... shortcomings in the glide paths that target - date funds are using. Let's talk about

    Target-Date Funds found at 0:07, 1:51

    Christine Benz: Hi, I'm Christine Benz for Morningstar.com. Should target-date funds change their asset allocations based on market valuations? At the Morningstar Institutional Conference, I interviewed GMO's Ben Inker about some recent research on that topic. Ben, thank you for being here. Ben Inker: Very glad to. Benz: Today, your talk was about standard glide paths for target-date funds . When you look upon them, you feel that there are significant shortcomings in the glide paths that target-date funds are using. Let's talk about what you think are the shortcomings, what are the risks of glide-pathing today. Inker: I think the biggest shortcoming of the target-date funds , as they exist today, is they make this underlying assumption that the expected returns to assets are constant through time. And that
    of money in stocks. So, what we really think is missing from target-date funds is the recognition that the environment you are in and the valuations you are facing really should impact the portfolio you have
  4. Vanguard Target Date Funds for Roth IRA?

    Commentary

    Thu, 19 Mar 2015

    Need Advice, Would a V-TDF be an appropriate/prudent investment in a Roth IRA for a 28 year old who also has a 401k at his firm? All opinions/recommmendations would be appreciated. Regards,  Lucca62

  5. 3 Chicken Ways to Rebalance

    Headlines

    Thu, 19 Mar 2015

    uncomfortable with doing the heavy lifting of shifting their portfolios around could reasonably delegate some of that work. Target - date funds , for example, involve built-in rebalancing and a gradual shift toward a more conservative portfolio mix. Many

  6. American Century CIO Insights: First Quarter 2015

    Headlines

    Tue, 10 Mar 2015

    compared the performance of investors in employer-sponsored retirement plans who go it alone with those who utilize target - date funds , managed accounts, and online advice. Crucially, the study covered the period from January 1, 2006, to December

  7. Are Investors Still Late to the Party?

    Video Reports

    Fri, 6 Mar 2015

    investors, when they've bought target - date funds , have tended to hold on. Kinnel: Target - date funds are really the shining star ..... really found a good solution; target - date funds --and 401(k)s, to a

    Target-Date Funds found at 6:05, 6:46

    encouraging is the target-date area. It looks like investors, when they've bought target-date funds , have tended to hold on. Kinnel: Target-date funds are really the shining star of these mind-the-gap reports. We find that investors actually tend to get better returns than the official
    the fund industry and fund investors have really found a good solution; target-date funds --and 401(k)s, to a large part--are really working nicely. Benz: So, what are the takeaways for investors? Is the idea that I should just buy a target-date fund and call it a day, because it will tend to encourage better investor behavior? What should investors think about when they are looking at these data? Kinnel: I think, on one hand, you see a group of investors in target-date funds who are largely ignoring all the headlines and just plugging away investing. On the other hand, you have groups that are more skittish. They are rushing into China, and then they are selling their muni funds or whatever. They are doing much worse. So, there's clearly a message there: Instead of trying to predict macro movements, it's much better to just stick to your plan and keep plugging away. A second lesson is that dull seems to work well for investors. Target-date funds are boring. They've got a really diversified mix of stocks and bonds, U.S. and foreign, and so the returns tend to be
  8. 401(k) Investors: Avoid These 20 Mistakes

    Headlines

    Tue, 24 Feb 2015

    more art than science, but target - date funds or benchmarks like Morningstar's ..... Your Situation Is an Outlier Target - date funds are often the default options ..... the allocations embedded in target - date funds won't be right for everyone

  9. Asset Allocation (aggressive,moderate,conservative vs Asset Allocation Funds vs Target Date Funds

    Commentary

    Wed, 28 Jan 2015

    financial industry" how foolish is it to assume that we can outperform the "professionals" running the balanced and target date funds . Hoping I am not mixing apples and oranges here but seems to me there are multiple ways to manage "asset allocation

  10. A Roadmap for Assessing Retirement Portfolio Performance

    Headlines

    Wed, 28 Jan 2015

    group of stocks or bonds, target - date funds typically hold broadly diversified ..... Many 401(k) plans include target - date funds in their fund lineups--and ..... performance information for target - date funds from various providers on Morningstar

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