However, many target-date funds actually held more equities on average than balanced funds through those 15 years. The Vanguard Balanced Index fund (VBINX), for example, was matched or beaten out in ...

Millennials born in the early 1980s to mid-1990s are beginning to enter middle age and their peak earning years. This generation entered the workforce around the time of the Great Recession and has ...

I’ll admit to not being the biggest fan of what are referred to as target date funds, which allocate assets across stocks, bonds and possibly other assets, in line with an expected retirement year.

The majority of those contributions — 64% — went into target-date funds. These set-it-and-forget-it funds are mainstays of retirement savings plans, whether you invest through a workplace plan ...

As a result, they may experience many obstacles in securing their retirement. Target date funds may provide a helpful and convenient option for those who find saving for retirement difficult or ...

Target date funds, or lifecycle funds, have emerged as a popular investment choice for retirement accounts like 401k’s. Their ...

while mutual fund-based target-date series accounted for $1.95 trillion. CITs have been outpacing mutual funds in recent years, reflecting investors’ preference for lower-cost investment options.

Target-date funds are often featured as default options in retirement plans because they offer participants a one-stop, diversified approach to saving for their living expenses in retirement.

Target Date Funds have emerged as a pivotal innovation, simplifying the process of saving for retirement, especially for individuals who may lack the expertise or time to manage their investment ...

Returns quoted represent past performance which is no guarantee of future results. Investment returns and principal value will fluctuate so that when shares are redeemed, they may be worth more or ...

Participants in three Lockheed Martin Corp. retirement plans filed a proposed class action challenging the company’s decision ...

Our research team assigns Silver ratings to strategies that they have a high conviction will outperform the relevant index, or most peers, over a market cycle on a risk-adjusted basis. While this ...