Browsing Tag
Target Date Funds (TDF)
320 posts
Target date funds (TDF) , also known as lifecycle or target-retirement funds, are investment funds designed to automatically adjust their asset allocation over time to become more conservative as a specific target date (usually a retirement year) approaches. They offer a convenient “set-it-and-forget-it” approach to investing, particularly for retirement savings.
What 401(k) Plan Participants Get Wrong with Target Date Funds
Discover why many investors misuse target-date funds and how overconfidence and a desire for diversification play a role.
Top 401(k) Target Date Fund Families
Glide path issues are a thing of the past, and innovation in the target date fund space continues…
How 401(k) Target Date Investors Hurt Themselves
It might not be as “set it and forget it” as previously thought. Voya finds two-thirds of plan…
401(k) Target Date Funds Tank in 2015
Target date fund performance declined in 2015 despite a strong Q4, with equity shifts and international exposure weighing on returns.
Why Custom 401(k) Target Date Funds are Flaming Hot (And How Not to Get Burned)
The hottest assets in 401(k)-land are target date funds (TDFs), which blew through the $1 trillion mark in…
State Farm Hit with Target Date ‘Excessive Fee’ Lawsuit
Add State Farm to the (long and growing) list of excessive fee lawsuits. Plaintiffs Amy Ingenhutt and Teresa…
Target-Date Funds Win, Target-Risk Funds Lose
Back-to-back reports from Morningstar find good news for target-date funds, bad news for target-risk funds. The Chicago based…
Are TDFs headed for Glide Path Turbulence?
The consensus coming from Morningstar’s annual investment conference late last month was that target date funds are doing…
Franklin Templeton Set Sights on Millennials with Latest Target-Date Fund Offerings
Get ‘em while they’re young. Franklin Templeton Investments recently announced the expansion of its retirement target fund lineup…
Target-Date Funds Dominate 401(k) Investments
They’re controversial and initially failed to perform to expectations. While this could describe many investment products currently available,…