Target-date funds saw significant increases in 2018, lifting assets in mutual funds and collective investment trusts to more than $1.7 trillion. Though low-cost strategies drove the lion’s share of inflows, our research showed several other factors also played an important role in the space’s growth. In Morningstar’s latest Target-Date Fund Landscape, we uncover how components like investment process, fund managers, and firm performance impact target-date strategies.
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