2025 Target-Date Fund Investment Strategy
How will target-date funds reshape retirement planning in the U.S. and beyond?
As the preferred investment vehicle for many American workers, target-date funds have shown remarkable growth—reaching a staggering $4 trillion in assets last year. Specifically, CITs took over from mutual funds as the leading investment vehicle in mid-2024, capturing 52% of total target-date assets.
Our annual report on target-date funds analyze flows, fees, asset composition, market dominance, strategy performance, and more.
Download the full report to discover how these target-date investment strategies can help strengthen your clients’ portfolios.