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Target-Date Deep Dive: T. Rowe Price

The firm has one of top teams for asset-allocation research and execution in the industry.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. This is our third video in a series taking a deep dive into some of the more popular target-date providers. Target-date series are the default option in many retirement plans and therefore play key roles in the portfolios of many investors. Today, we're diving into T. Rowe Price's target-date series with Jason Kephart. Jason is a strategist in Morningstar's multi-asset manager research team.

Hi, Jason, thanks for being here today.