Morningstar’s Annual Target-Date Strategy Landscape

Target-date strategies play a central role in many Americans’ retirement success, as they often serve as the default investment option in defined-contribution retirement plans. In our annual report, we uncover the market trends and driving factors behind the growth and success of target-date strategies.


In this report, you will learn:
  • Key market considerations for target-date managers and investors
  • Our analysis of fee trends across target-date strategies
  • How assets across target-date funds, mutual funds, and CITs have changed over time
  • The asset managers dominating the target-date landscape