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Investing Specialists

A Roadmap for Assessing Retirement Portfolio Performance

Comparing your portfolio with a good target-date fund or a customized benchmark can help you determine how you're doing.

Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report.

Anyone who's ever gotten lost while traveling in an unfamiliar city or foreign country knows how disconcerting it can be (thank goodness for GPS!). The same thing goes for retirement saving. While you probably have some idea where you want to end up in terms of a retirement lifestyle, you may not have a good idea of whether you're on track to get there.