T. Rowe Price Retirement Balanced features an inspiring mix of funds.
Expenses and glide path are just two factors that investors should consider.
What we learned from Morningstar's recently released report on target-date funds.
Strong inflows and generally good performance have helped swell target-date assets so far in 2018.
Sizing up the increasingly passive giant in 5 charts.
These all-in-one funds can be a great option for hands-off investors.
Bright Start Direct-Sold College Savings Program is now rated Gold thanks to smoother equity adjustments and lower fees.
Bronze-rated Westwood Income Opportunity is not one of the highest yielders, but it is poised to deliver solid risk-adjusted results over the long run.
Multiasset income portfolios can provide a reliable, consistent stream of income from a very broad opportunity set, says Franklin Income's Ed Perks.
As assets in target-date mutual funds approach $1 trillion, we tackle common investor questions in our annual landscape report.
Vanguard remains the most popular target-date fund manager, while the Russel LifePoints series was one of the better performers last year.
The fund’s exposure to high-yield bonds and small-value stocks helped push it to a 16.3% gain for the year after a disappointing 2015.
A notable fee reduction in 2016 boosts this college-savings plan's already strong appeal.
Hands-off college-savers should know whether their age-based investments slide or step down the glide path over time.
What lies beneath matters more than generic labels.
Our two Gold-rated series, the Vanguard Target Retirement series and the BlackRock LifePath Index series, share some similarities but have some important differences.
Target-date funds enjoyed record inflows in 2015. Morningstar's Jeff Holt discusses the best of breed.
Our annual study shows that investors are continuing to use these prominent retirement savings vehicles well and costs are coming down.
Bronze-rated Fidelity Asset Manager 20% is anchored in the company's reliable fixed-income capabilities and should appeal to investors with a more conservative outlook.
PIMCO All Asset All Authority comes with more flexibility and a higher price tag but hasn't resulted in higher returns or less volatility than PIMCO All Asset.
Recent market turbulence has rocked some target-date funds more than others.
Medalists JPMorgan Income Builder and BlackRock Multi-Asset Income have delivered higher yield to investors by choosing between a variety of asset classes.
Investors can glean asset-allocation pointers from target-date funds.
Still in the early innings of a recovery, European stocks are attractive from a valuation and growth perspective, plus the market's dividend payers are more diversified and generous than in the U.S., says J.P. Morgan's Anne Lester.
Bronze-rated Franklin Income--the biggest fund in Morningstar's conservative allocation category--takes a multi-asset, bottom-up approach to income investing.
Principal Funds continues to grow on multiple fronts, but its core identity remains elusive.
Despite manager departures and restructuring, the Bronze-rated Manning & Napier Pro-Blend funds have a deep senior leadership team that will stay true to the firm's long-standing, successful process.
A close inspection of sub-asset-class glide paths reveals notable divergences between target-date series.
Changes blur the path forward.
Although both earn Analyst Ratings of Silver, BlackRock LifePath and Fidelity Freedom differ in their equity glide paths and asset-class allocations.
Two senior managers are leaving and the firm is making some tweaks within its research group.
Principal Diversified Real Asset offers investors exposure to a greater variety of inflation-hedging asset classes than its peers do.
The Treasury issued guidance supporting the use of deferred annuities in target-date funds.
This international-stock fund may deviate from its peers and sometimes underperform, but it has a track record for rewarding long-term investors.
This large-cap portfolio has a demonstrated ability to outperform its peers during bull and bear markets.