目标日期基金(Target Date Fund)是指以投资者的预计退休年份作为目标日期,按照事先确定的方案对资产配置进行调整,力求在退休时点为投资者提供能够覆盖其退休生活所需的投资收益。目标日期基金通常以退休年份命名,比如“ 目标日期 2040 基金 ”则是为在 2040 年前后退休的人群设置的基金。
What is a target date fund? Target date funds (TDFs) invest in a diversified mix of securities, including stocks, bonds, and other investments. TDFs are commonly used for retirement savings, with investors selecting a target date fund based on their target retirement date. For example, someon...
Target Date Fund Adviser believes have positive ESG characteristics (Fidelity Traditional Funds) (collectively, underlying Fidelity Funds). Evaluating each security in which a Fidelity Traditional Fund invests to determine whether 80% of assets are invested in sovereign or government-related debt ...
目标日期基金(Target-date Fund)它是一项根据投资者的退休“目标日期”而建立的养老投资工具。投资者只须要知道自己的预期退休年龄,就可以选择一项合适的基金。随着时间的推移,基金经理会重新平衡投资组合,使得该基金的投资组合趋向保守,使得投资组合的风险适应投资者在不同年龄段的风险承担能力。 养老目标基金,尤其是...
ETF Price & OverviewFollow3 followers $18.91-0.17 (-0.89%)02/21/25 Mutual Fund | $USD | NAV SummaryHoldingsRatingsMomentumDividendsPeersCharting Charts 5D 1M 6M YTD 1Y 5Y 10Y MAX +9.12% American Funds 2035 Target Date Retirement Fund® Retirement price and volume Combination chart with ...
Ticker Name Sector Asset Class Market Value Weight (%) Notional Value Quantity Par Value CUSIP ISIN SEDOL Maturity Accrual Date Effective Date IWB ISHARES RUSSELL 1000 ETF Financials Equity $10,391,515.75 37.88 10,391,515.75 36,113.00 36,113.00 464287622 US4642876225 2605641 - - May 15, 2000...
Depending on the proximity to its target date, which we define as the year that corresponds roughly to the year in which the investor expects to retire, the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasi...
Target-date funds are marketed as a one-decision, comprehensive investment option thatinvestors can hold through their retirement years. The funds tend to invest more aggressively in the decades before retirement and shift their asset mixes so they are more conservative in the year...
Fund Objective Depending on the proximity to its target date, which we define as the year that corresponds roughly to the year in which the investor expects to retire, the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fun...