What Is a Target-Date Fund? A target-date fund is an investment vehicle that automatically adjusts the asset allocation mix as the investor approaches retirement. These funds are designed to provide a ...

Target-date funds are a preferred retirement savings vehicle for many Americans, reaching $4 trillion in assets in 2024. For good reasons: With a target-date fund you get access to a diversified ...

Fidelity Investments has expanded its model portfolio lineup for wealth management firms with the launch of two all-ETF model portfolio suites. The Fidelity Target Allocation ETF Model Portfolios and ...

It’s no secret that collective investment trusts have been gaining traction across the target-date landscape. At the end of 2023, they had USD 1.7 trillion, or 49%, of target-date assets. Now, as ...

401(k) plans typically offer 10 or more investment options, including stock, bond and target-date mutual funds. Performance history (i.e., long-term investment returns) and management costs are key ...

Clients who invested in a target-date fund for the past 15 years and collect Social Security should be set for retirement. Investors continue to invest their retirement savings in target-date funds.

We are living in an age where convenience, digital technology, and no-fuss, auto-pilot protocols often are preferred over laborious, detailed methods that might yield higher quality at a ...

The Vanguard Target Retirement 2040 Fund has a simple construction and a low expense ratio. Despite being a very simple portfolio, they have covered exposure to most of the important asset classes to ...

The target-date fund industry experienced significant growth in 2024, with total assets rising 15 percent to reach $3.97 trillion by the end of the year, according to a new report from Sway Research.