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Fund Spy

A Target-Date Fund Series Wins Gold

But another series loses its medal.

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Target-date funds continue to cement their place as U.S. workers' retirement investment of choice. That became even more apparent in 2017, when target-date mutual funds saw another banner year of flows, taking in more than $75 billion in net new money, representing an almost 10% organic growth rate. Assets in target-date mutual funds now exceed $1.1 trillion as of the end of 2017.

We cover this crucial space within the investment industry in a few ways, such as our annual target-landscape papers (here they are from 2015, 2016, and 2017). In 2018, we'll release a number of new and innovative data points based on research from those papers; we think these tools will help workers, plan sponsors, and other investors better understand the nuances and driving forces that underlie target-date funds, ultimately helping all parties make better investment decisions.

Janet Yang, CFA does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.