Target-Date Deep Dive: Fidelity
We unpack the differences among the firm's three target-date strategies.
Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. This is our second video in a series taking a deep dive into some of the more popular target-date providers. Because target-date strategies are the default option in many employer-sponsored retirement plans, they are key players in many investors' portfolios. Today we're diving into Fidelity's target-date series with Jason Kephart. Jason is the strategist in Morningstar's multi-asset manager research team.
Jason, thanks for being here.