*Source: Kephart, Jason. “American Funds Target Date Retirement Series®,” Morningstar Target-Date Fund Series Report, January 29, 2024. †Source: Escalent, Cogent Syndicated.Retirement Plan Advisor Trends, October 2023. Methodology: 503 respondents participated in a web survey conducted Septemb...
funds included in the combined portfolios were (1) defined as passive by Morningstar in its most recent annual Target‐Date Strategy Landscape report, (2) open and available to investors as of 12/31/23, and (3) with Morningstar universe sharing the same target date as each Retirement Fund...
Assumptions and forecasts used by SSgA FM in developing the Fund's asset allocation glide path may not be in line with future capital market returns and participant savings activities, which could result in losses near, at or after the target date year or could result in the Fund not provi...
An important question to ask when choosing among target-date funds: Is this a “to” fund, in which the glide path freezes your asset allocation the year you plan to retire, or a “through” fund that continues the glide path for 10 years or more past retirement before freezing your asse...
TKUS Fund Target-Date 2045 TKUS Fund Target-Date 2045 TKUS Fund Target-Date 2045 TKUS Fund Target-Date 2045 Current Portfolio DateSep 30, 2024 Equity Holdings— Bond Holdings— Other Holdings— % Assets in Top 10 Holdings99.3 Top 10 Holdings ...
Target-date funds: An example If you have a specific date when you want to retire, such as January 1, 2060, you might purchase a 2060 target-date fund. Most target-date funds have the target right there in the name, ending in 2040, 2045, 2050, and so on. The fund works by settin...
Target-date funds: An example If you have a specific date when you want to retire, such as January 1, 2060, you might purchase a 2060 target-date fund. Most target-date funds have the target right there in the name, ending in 2040, 2045, 2050, and so on. The fund works by settin...
TJUS Fund Target-Date 2040 TJUS Fund Target-Date 2040 TJUS Fund Target-Date 2040 TJUS Fund Target-Date 2040 Portfolio HoldingsVFORX More VFORX Holdings Current Portfolio DateSep 30, 2024 Equity Holdings— Bond Holdings— Other Holdings— ...
all 2045 target-date funds will be heavily weighted toward equities, but some might opt for domestic stocks, while others look to international stocks. Some might go for investment-grade bonds, and others choose high-yield, lower-grade debt instruments. Make sure the fund's portfolio of assets...
The Vanguard Target Retirement 2045 Fund has a 10-year return of 8.54% and a minimum investment requirement of $1,000. Different funds with the same target date can have different asset allocations in stocks and bonds. Make sure the fund that interests you has an asset allocation that matches...