Results for "target date funds"

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Some retirement plan record keepers resort to aggressive sales tactics with proprietary products

March 27, 2016

Throughout 2014, financial adviser Barbara Delaney repeatedly made the case for using a lower-cost target-date-fund share class on behalf of her client, an employer sponsoring a 401(k) plan. The plan's record keeper, however, which also happened...

Low expenses the biggest trend in the fund industry, experts say

March 22, 2016

Smart beta may be the most popular new strategy for mutual fund companies, but the real trend is towards funds with lower expenses. Speaking at the 2016 Thomson Reuters Lipper Alpha Forum Tuesday in New York, a panel of three industry experts...

Vanguard raises some expense ratios

March 17, 2016

Mutual fund expense ratios can go up and down — even at Vanguard Group Inc. The company has raised expense ratios on 52 funds in the past six months, although they're still lower than an ant's shoelaces. “With the release of its December...

2 questions advisers need to ask about target date funds

February 24, 2016

Target date funds are now the go-to option in defined contribution plans, says Chip Castille, chief retirement strategist at BlackRock. Advisers need to ask if these funds add something to a portfolio and if they do so in a cost-efficient manner.

The unique nature of target-date fund benchmarking

December 23, 2015

Target date funds have quickly become one of the most popular asset classes in defined contribution plans, beginning a meteoric rise in popularity following rules codified by the Pension Protection Act of 2006. Cerulli Associates, a research...

Wells Fargo launching 'completely different' target date funds that take an active approach

November 24, 2015

Wells Fargo & Co. is launching its second target-date series next month, a vast departure from the asset manager's current lineup. Wells Fargo Dynamic Target Date Funds, scheduled to hit the market Dec. 1, incorporates tactical allocation, volatility...

DFA breaks into target date fund market with unique investment approach

November 3, 2015

Dimensional Fund Advisors is trying to break into a burgeoning target date fund market with the launch of a new TDF mutual fund suite that takes a unique investment approach compared with other asset managers in the defined contribution space....

The best- and worst-performing target date funds

November 1, 2015

Target Date 2011-2015 Top 10 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* JHancock Retirement Choices at 2015 1 (JRFOX) -0.62% 0.95% 2.04% 3.78% $401.4 0.50% Putnam RetirementReady 2015 A (PRRHX) -1.59%...

Active target date managers make tweaks ahead of Fed rate hike

October 9, 2015

Target date providers have been bracing for an eventual hike in interest rates through small tweaks in allocations and underlying funds in their portfolios. Changes have been most pronounced in funds closer to their retirement target date, which...

MassMutual teams with Envestnet on defined-contribution managed-account service

September 28, 2015

MassMutual Retirement Services, seizing on huge growth among asset-allocation products in the defined-contribution market, has partnered with Envestnet Retirement Solutions to launch its first managed-account service for plan participants. The...

State Farm hit with excessive fees suit over target date funds

August 10, 2015

Two investors have filed a lawsuit against State Farm Investment Management Corp., alleging that the firm violated its fiduciary duty by charging excessive fees on its line of LifePath target date funds. The investors, Amy Ingenhutt and Teresa...

The best- and worst-performing target date funds

July 26, 2015

Target Date 2011-2015 Top 10 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* Franklin LifeSmart 2015 Retire Target A (FTRAX) 0.08% 1.11% 7.53% 8.00% $82.7 0.98% AB 2015 Retirement Strategy A (LTEAX) 0.00%...

Fiduciary safe harbor for index funds faces uphill battle

June 5, 2015

A plan by the Department of Labor to allow brokers to sidestep stringent requirements for giving advice on retirement accounts if they sell index funds or other approved products faces an increasingly uphill battle. This week, a top trade group...

Last all-ETF target date fund closes

June 1, 2015

Despite their allure to some investors, exchange-traded funds have failed to attract investors in an all-ETF format for target date funds. On May 27, Deutsche Asset & Wealth Management liquidated the assets of its X-trackers target date fund...

Inclusion in new Pimco funds is a coup for Vanguard

May 22, 2015

Investors who put a dollar into Pimco's newest set of mutual funds will find as many as 85 cents managed by the Vanguard Group Inc. Pacific Investment Management Co. has launched a new target date fund offering with an equity portion held in...

Active or passive target-date funds have similar returns, Morningstar finds

May 4, 2015

Actively managed and passively managed target-date funds produce similar investment returns over longer time frames, new research shows. This research comes as target-date funds play an increasing role in defined contribution retirement plans...

The best- and worst-performing target date funds

May 3, 2015

It's often said that a majority of an investor's return is driven by one factor: asset allocation. That's true of target date mutual funds, which manage more than $700 billion in retirement savings, according to Morningstar Inc. While large...

Target date funds are working but they can be expensive

April 25, 2015

For a decade, a new kind of mutual fund has been taking over Americans' retirement portfolios. The target-date fund is designed for people with no knowledge of investing. You pick the fund closest to the year you expect to retire — the Vanguard...

Target date fund costs continue decline, thanks to competition, new low-cost funds

April 9, 2015

Target-date fund expense ratios continued their steady decline, falling to 78 basis points in 2014 on an asset-weighted basis vs. 84 basis points in 2013, according to the latest annual survey of target-date funds published Tuesday by Morningstar...

Investing for retirement just got a lot more complicated

March 26, 2015

Investment adviser Brett Danko has a warning for a New Jersey couple in their early 50s who've sought his help about how to plan for retirement: Either allocate more savings to stocks than fixed income, or risk having to scrimp in old age. The...

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