Target-Date Fund Landscape Report

 

Assets in target-date mutual funds surpassed $1 trillion in 2017, but even more stunning for the year was investors’ flight to target-date series that own mostly passively managed index funds. The unimpeded growth means target-date funds play an increasingly important role in the retirement success for more and more investors.

 
 

In this report, you will learn:

  • Key considerations for target-date managers and target-date investors

  • Where target-date managers are personally investing

  • The current state of pricing for target-date funds

  • How assets and flows to target-date funds have changed over time