Target-date funds are a type of mutual fund that seeks to take some of the complexity out of saving for retirement by automatically recalculating the investment mix of the fund based on an investor's retirement date. They are composed of a mix of stocks,
The "target date" of a target date fund is the anticipated year of retirement: each of our 14 Fidelity Freedom Funds has a year in its name. Choose a Fidelity Freedom Fund based on the year you expect to retire. You don't need to adjust your asset allocation over time because Fidelity...
A Lifecycle fund is a “fund of funds,” primarily invested in shares of other mutual funds. The fund’s investments are adjusted from more aggressive to more conservative over time as the target retirement date approaches. The principal value of a target-date fund isn’t guaranteed at any ...
Use of target-date funds in 401(k) plans, 2007 WHAT THEY ARE: Target-date funds (also called "life-cycle" funds) are a type of mutual fund that automatically rebalances its asset allocation following a ... C Copeland - 《Ebri Issue Brief》 被引量: 12发表: 2009年 ICI Research Perspe...
Choose a Target Date 2021-2025 mutual fund below to see its investment fees and other associated costs. AllianceBern 2025 Retirement Strat A (LTIAX) AllianceBern 2025 Retirement Strat I (LTJIX) AllianceBern 2025 Retirement Strat K (LTJKX) ...
Explore the pros and cons of target date funds so you can pick the one that best meets your needs. Compare and contrast them with other types of retirement funds.
Target-date funds usually have an aggressive equity exposure for young investors and become increasingly conservative as the workers approach retirement. This shift is commonly referred to as a fund's "glide path." In this chapter, target-date funds are described, research is reviewed, and the ...
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 ...
A Target Date 2030 Fund is a target date fund that is structured to meet a certain investment objective in 2030. How a Target Date 2030 Fund is managed will depend on what...View more Overview Returns Income Allocations Fees About
, as investments go, target-date funds can be expensive. They are technically afund of funds(FoF)—a fund that invests in other mutual funds or exchange-traded funds—which means you have to pay the expense ratios of those underlying assets, as well as the fees of the target-date fund....