A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as ...
Academic theory recommends very low investment risk near retirement, contrasting sharply with current target date fund (TDF) practices. Most TDFs maintain high-risk allocations—up to 90% in risky ...
The American Funds 2025 Target Date Retirement Fund falls within Morningstar’s target-date 2025 category. This is part of the American Funds target date series, which ranges from target retirement ...
A target-date fund is a fund of funds that provides asset-class diversity through a blend of stocks and bonds. Portfolios are adjusted for lower risk as they approach a designated target date. These ...
Hosted on MSN
Target-Date Funds Have Delivered
Target-date investment strategies accounted for more than $4 trillion in assets across mutual fund and collective investment trust vehicles as of the end of 2024. If target-date funds were a country’s ...
LeafHouse Financial Advisors LLC and the Capital Group Cos. Inc. launched Target Date Plus, powered by LeafHouse, a data-driven, personalized retirement investing service. The offering, which can be ...
Some results have been hidden because they may be inaccessible to you
Show inaccessible results