As the preferred investment vehicle for many American workers, target-date funds have shown remarkable growth, reaching a staggering $4 trillion in assets in 2024. Vanguard continues to lead the pack, adding $35.1 billion in new assets. At the same time, CITs have emerged as the leading investment vehicle, capturing 52% of total target-date assets. With an in-depth analysis of asset allocation strategies, market dominance, and transitioning investment vehicles, our report offers advisors and clients a concise understanding of the state of target-date funds.

Our annual report on target-date investments analyze target-date flows, asset composition, fees, strategy performance, and more.

Download the full report to discover how these target-date investment strategies can strengthen your clients’ portfolios.