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.
- 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