2026 Target-Date Fund Investment Strategy
Which target-date funds have the best long-term performance?
As the preferred investment vehicle for many American workers, target-date funds have shown remarkable growth—reaching $4.8 trillion in assets last year. Collective investment trusts now dominate the market, representing 54% of total assets by the end of 2025.
Target-date mutual fund fees also reached historic lows, saving investors $80 million. Managers are designing equity-heavy glide paths, particularly for early savers, to increase potential retirement readiness.
Our annual target-date fund report analyzes flows, fees, asset composition, market dominance, strategy performance, and more.
Download the full report to discover how these target-date investment strategies can help strengthen your clients’ portfolios.