Investing Specialists

Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

Target-date funds hit a momentous mark in 2017 by eclipsing $1 trillion in assets. The funds' unimpeded growth means target-date funds play an increasingly important role in retirement success for more and more investors. Morningstar's target-date fund landscape report covers developments in the competitive landscape. Jeff Holt wrote a summary of target-date fund landscape using five charts does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.