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Morningstar’s Annual Target-Date Strategy Landscape

Target-date strategies play a central role in many Americans’ retirement accounts, 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 of target-date strategies.

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Research Library Morningstar’s Annual Target-Date Strategy Landscape...

What's Inside

  • 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

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