Jeff Holt

More From Jeff Holt

A Well-Built Balanced Fund for Retirees

T. Rowe Price Retirement Balanced features an inspiring mix of funds.

Jeff Holt Nov 28, 2019

How to Choose a Target-Date Fund

Jeff Holt Nov 12, 2019

Price Continues to Rule the Target-Date Fund Landscape

What we learned from Morningstar's recently released report on target-date funds.

Jeff Holt May 20, 2019

Target-Date Funds Keep Growing in Popularity

Jeff Holt Nov 1, 2018

The $1 Trillion Target-Date Fund Landscape

Sizing up the increasingly passive giant in 5 charts.

Jeff Holt May 7, 2018

3 of Our Favorite Target Date Series

Jeff Holt Apr 9, 2018

Our View Brightens on This Illinois 529 Plan

Jeff Holt Oct 24, 2017

This Multiasset Income Fund Keeps Portfolio Slim

Jeff Holt Sep 5, 2017

The Appeal of a Multiasset Approach to Income

Jeff Holt Apr 30, 2017

Answers to Your Target-Date Fund Questions

As assets in target-date mutual funds approach $1 trillion, we tackle common investor questions in our annual landscape report.

Jeff Holt Apr 20, 2017

2016 a Growth Year for Target-Date Funds

Jeff Holt Jan 26, 2017

Franklin Income Rewarded Faithful Investors in 2016

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.

Jeff Holt Jan 8, 2017

Virginia inVEST 529 Plan Earns Top Marks

A notable fee reduction in 2016 boosts this college-savings plan's already strong appeal.

Jeff Holt Oct 30, 2016

Know Your Target-Date Fund

What lies beneath matters more than generic labels.

Jeff Holt Jun 7, 2016

Encouraging Signs for Target-Date Funds

Our annual study shows that investors are continuing to use these prominent retirement savings vehicles well and costs are coming down.

Jeff Holt Apr 12, 2016

Staying on Target for Retirees?

Recent market turbulence has rocked some target-date funds more than others.

Jeff Holt Sep 1, 2015

How the Pros Manage Assets for Retirees

Investors can glean asset-allocation pointers from target-date funds.

Jeff Holt Jul 27, 2015

Principal’s Complex Growth Plan Reveals a Muddled Culture

Principal Funds continues to grow on multiple fronts, but its core identity remains elusive.

Jeff Holt May 5, 2015

Detecting Target-Date Series' Biases

A close inspection of sub-asset-class glide paths reveals notable divergences between target-date series.

Jeff Holt Apr 14, 2015

Downgrades of Manning & Napier Funds Account for Most of March's Medalist Changes

Changes blur the path forward.

Jeff Holt Apr 13, 2015

A Rare Shakeup at Manning & Napier

Two senior managers are leaving and the firm is making some tweaks within its research group.

Jeff Holt Mar 13, 2015

More About Jeff Holt

Jeff Holt, CFA, is director of multi-asset and alternative strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. He covers target-date funds and other multi-asset funds from various asset managers.

Before joining Morningstar in 2014, Holt spent nearly nine years at Jeffrey Slocum & Associates (since acquired by Pavilion Financial), where he was responsible for investment research to support the firm’s defined-contribution practice. He covered target-date funds, stable value funds, and other asset classes specific to defined-contribution clients.

Holt holds a bachelor’s degree in management, with a concentration in corporate finance, from Brigham Young University. He also holds the Chartered Financial Analyst® designation.