How will target-date funds reshape retirement planning in the U.S. and beyond?
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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.
What's Inside
An analysis of the rise of target-date funds to $4 trillion in assets
Detailed examination of the transition from mutual funds to CITs
The impact of market leaders like Vanguard on the growth of target-date fund assets
