When you invest in a target-date fund, you choose the fund with the target date closest to your expected retirement year. Thefund managerthen constructs a diversified portfolio of stocks, bonds, and other assets, with the allocation based on the time until the target date. As that date appr...
目标风险基金(TRF,Target Risk Fund)和生命周期基金(TDF,Target Date Fund),其实在雪球蛋卷都已经有了这样的策略组合,只是大家不怎么注意罢了。 个人认为,对长期的个人投资理财来说,目标风险基金可能比生命周期基金更有必要,个人投资应该和家庭投资做统筹,这样可以扬长避短。查看图片 2018-09-10 20:07 养老目标基金...
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。
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Target date funds use a traditional portfolio management methodology to targetasset allocationover the term of the fund to meet the investment return objective. Named by the year in which the investor plans to begin utilizing the assets, target-date funds are considered to be extremely long-term ...
So when it comes to expenses, target-date funds compare well to the average mutual fund,though the average expense ratio is still higher than the average ETF. Disadvantages of target-date funds Of course, target-date funds have some disadvantages compared to other funds. ...
The article focuses on the target-date fund (TDF) and its use as a default investment by defined contribution plans. Also known as a cycle fund, TDF is considered as an investment vehicle that invests in a variety of asset classes that automatically adjusts over time to become more ...
The article focuses on the target-date fund (TDF) and its use as a default investment by defined contribution plans. Also known as a cycle fund, TDF is considered as an investment vehicle that invests in a variety of asset classes that automatically adjusts ov...
This database will allow you to view the fees and other expenses associated with mutual funds as well as an alternate, lower cost, ETF option. Search for a mutual fund by symbol or name: Choose a Target Date 2031-2035 mutual fund below to see its investment fees and other associated ...
BSMUInvesco BulletShares 2030 Municipal Bond ETFBond$117-0.59%35,274$21.760.00% Click Here to Join toETFDatabase Pro for 14 Days Free, Export This Data & So Much More Target Maturity Date Munis Bond Power Rankings 14th 3-Mo. Fund Flow: ...