“That’s why target-date-funds are growing at Vanguard and all the major providers,” Young says. “It’s just simply easier for people.” Post-retirement adjustment: Target-date funds continue to adjust asset allocations, even after the target date. For example, Vanguard’s TDFs constantly...
use target date funds as their default.6Stock Funds This type of fund invests principally in equity or stocks. Within this group are assorted subcategories. Some equity funds are named for the size of the companies they invest in: firms with small-, mid-, or large-sized capitalization. ...
And if recent statistics from Vanguard hold across the category – more than half have at least some of their money in a target-date fund. That’s a lot of dough and it’s growing fast. According to BrightScope, target-date fund balances overall hit $500 billion in assets in 2012. ...
There is no easy answer," said Kate Reichart, Morningstar analyst. "Lots of funds companies haven't thought about it as much as they should." Especially in the context of the target date funds with which they have been successful and where many participants in the funds are moving into r...
use target date funds as their default.6Stock Funds This type of fund invests principally in equity or stocks. Within this group are assorted subcategories. Some equity funds are named for the size of the companies they invest in: firms with small-, mid-, or large-sized capitalization. ...
An unfettered Vanguard fund of funds, for example, could invest in a Fidelity-managed fund. Here are some narrower types of funds of funds: Target date funds: These funds of funds are the most popular. They’re designed for investors who don’t want to have to tinker with their asset ...
bond mutual funds. Money-market mutual funds include investments in U.S. Treasury funds and <st1:country-region w:st="on"><st1:place w:st="on">U.S. government funds. JPMorgan Smart Retirement Income Fund and Vanguard Target Retirement Income are two types of target-date mutual funds. ...
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Target date fundsoffer an interesting option as well. Target date funds are managed funds where a team of professional investors keeps your investment account balanced for someone with a specific target retirement date. BlackRock launched the first line of retirement date fund ETFs—called iShares Lif...
There are actually nine Target Date funds – but they vary only as much as trains following the same route do. The difference lies in the time they leave the station, not in their quality of service or final destination. The relevance of each fund is signified by its target year. For ex...