Results for "target date funds"

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Now that annuities are OK in retirement plans, what strategy is best?

November 4, 2014

Now that the Treasury Department has blessed having deferred-income annuities in 401(k)s, the next issue to tackle is how best to allocate these annuities within the retirement plan. Deferred-income annuities, with guaranteed income in the later...

Best- and worst-performing target date funds

October 26, 2014

Target Date 2016-2020 Top 10 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* Putnam RetirementReady 2020 A (PRRMX) 0.05% 8.17% 9.67% 7.38% $43.40 0.99% Madison Target Retirement 2020 R6 (MTWRX) -0.34%...

Conservative target-date funds weathered the third quarter market rout

October 26, 2014

More conservative target-date funds — those favoring higher relative positioning in bonds — weathered the market rout best in the third quarter, according to target date fund analyst Janet Yang of Morningstar Inc. (Related data: The best-...

Treasury, IRS OK annuities in 401(k) target date funds

October 24, 2014

Treasury Department and IRS approval on Friday of the use of annuities in target date funds in 401(k) plans, including as a default investment, will make lifetime-income features more popular and help ensure that droves of baby boomers don't...

Schwab removes Pimco from target date funds

October 2, 2014

The Charles Schwab Corp. said Thursday that it had removed Pimco funds from all its target date funds. “That includes the removal of [Pimco Total Return (PTTRX)] from our retail TDFs and of Pimco as a separate account manager in the Schwab...

Some target-date funds are boosting equities

August 18, 2014

Several target-date fund providers raised the equity components of their glidepaths, saying their research shows participants have a slightly higher risk tolerance than in the years immediately after the economic crisis. Although executives...

Target date funds: Adviser's checklist

July 27, 2014

Target date funds should be a panacea for in-vestors and advisers. Professional management, coupled with a preprogrammed asset alloca--tion glide path to accommodate in-vestors' changing wealth, risk tolerance and liquidity needs, should make...

Fidelity has lowest-cost target date funds, edging out Vanguard

July 1, 2014

Fidelity Investments edged out The Vanguard Group Inc., a major rival in the retirement-planning business, for having the lowest-cost target date fund lineup as of the end of last year, according to research released Tuesday. Fidelity Freedom...

Target date funds to capture 63% of 401(k) contributions by 2018

March 26, 2014

The popularity of target date funds continues to gain momentum and will soon absorb the majority of 401(k) contribution, according to a study released Wednesday. By the year 2018, target date funds will attract 63.4% of 401(k) contributions,...

Dennis Stattman's 25-year balancing act

February 2, 2014

Twenty-five years ago, global allocation funds weren't even a blip on financial advisers' radar. That's one reason why you can forgive Henry Goodwin for having been being especially excited when Merrill Lynch Investment Management trotted out...

Fidelity undercuts Vanguard's target date funds

December 4, 2013

Fidelity Investments is becoming aggressive in the low-cost battle against index fund giant Vanguard. Fidelity has lowered the fees on its Fidelity Freedom Index Funds to just 16 basis points, or $16 a year for every $10,000 invested, from 19...

Fidelity target date funds pile on stocks

September 26, 2013

Fidelity Investments is increasing the stock allocation across its target date funds after research found that investors are OK with more risk in retirement accounts and the outlook for bonds dims. The biggest reason for the change was new research...

Investors close to tapping their target dates clobbered

August 8, 2013

Allocations to fixed income provided little safe harbor for investors in near-dated target date funds, as bonds' poor performance in the second quarter clobbered the most conservative offerings. Worries over the Federal Reserve ending its bond...

BlackRock joins hunt for the white whale of retirement income

July 31, 2013

As advisers and asset managers continue to hunt down the white whale of retirement income, BlackRock Inc.'s latest effort purports to give pre-retirees a better idea of the income they'll get and what they need to save to get there. The asset...

Target-maturity ETF market maturing as BlackRock launches four new funds

July 10, 2013

BlackRock Inc. on Wednesday added four more target-maturity exchange-traded funds. This brings the firm's total target-maturity line-up to 14 ETFs. Similar to individual bonds, target-maturity ETFs are designed to liquidate on their respective...

Passive investing movement hits target date funds

July 1, 2013

Investors' love affair with passively managed funds has spilled over into target date funds as investors and portfolio managers alike embrace indexing. Passively managed target date funds outsold actively managed target date funds for the first...

T. Rowe plans new conservative target date funds

May 22, 2013

T. Rowe Price Group Inc. in August plans to launch a series of target date funds with a more conservative glide path than its existing such funds. The new T. Rowe Price Target Retirement Funds will have about 42.5% of assets invested in equities...

American Century cuts Livestrong name from target dates

May 3, 2013

American Century Investments will change the name of its popular Livestrong Portfolios target date funds suite. The fund family's new name will be One Choice Portfolios, effective May 31, placing these funds under the same banner as its target...

Fidelity target date funds draw fire from consulting firm

February 3, 2013

Taking a conservative tack with glide path management could be too much of a good thing for Fidelity Investments. In its newsletter Monday, The Center for Due Diligence posted an analysis of the mutual fund giant's target date funds, including...

Passive target date funds are picking up the pace

September 30, 2012

Assets invested in passive target date funds are growing at a much faster rate than those in active target date funds, though active funds still hold a substantial majority of assets. As a result, passive target date funds are taking a bigger...

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