Results for "target date funds"

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Large advisory shops build custom target-date funds

March 19, 2017

Advisory practices with tens of billions in defined-contribution-plan assets are building custom target-date funds for advisers to use with clients, leveraging their scale to deliver low-cost funds to even the smallest retirement plans and,...

Some active target-date fund managers shine as passive management continues 401(k) onslaught

March 16, 2017

While passive management continued its steady climb in the target-date fund market, a few asset managers with actively-managed TDFs managed to outshine their indexing counterparts in 2016. Target-date fund assets held by passive managers, led...

Taking value into account could improve target-date results: study

March 2, 2017

Target-date funds can improve outcomes by using relatively simple dynamic swings in their asset allocation – but the biggest improvement comes from simply saving more. Peter Chiappinelli and Ram Thirukkonda of the Grantham, Mayo & Van Otterloo...

Investors mix target-date funds and other investments to pursue specific strategies

February 6, 2017

Defined contribution plan participants who hold a target-date fund along with other investments in their accounts might not be misusing or misunderstanding this option. Their mixing of investments can reflect a specific investment strategy,...

Natixis launching 401(k) market's first ESG-focused target-date mutual funds

December 16, 2016

Natixis Global Asset Management is seeking to be the first asset manager to launch target-date mutual funds focusing on environmental, social and corporate governance causes, hoping to capitalize on broader momentum for ESG investing and recent...

Target-date fund managers evolve to capture burgeoning 401(k) market

December 5, 2016

For providers of target-date funds, it's no longer enough to be a one-trick pony. Over the last several years, TDF managers have engaged in a marketing bonanza of new products to stand out in an increasingly competitive — and lucrative —...

Evaluating target-date funds through the prism of the DOL fiduciary rule

September 25, 2016

Like all investment strategies, financial advisers are now evaluating target-date funds through the lens of the Department of Labor's new fiduciary standard. Advisers often assume they are meeting their new fiduciary obligations by simply recommending...

Empower evolving 401(k) defaults with TDF-managed account hybrid

September 13, 2016

Empower Retirement, a unit of Great-West Financial, is developing a new type of default investment for 401(k) plans that fuses target-date funds and managed accounts to try improving on what some see as a shortcoming in how TDFs are structured....

Charles Schwab fires latest salvo in low-cost TDF war

August 25, 2016

Charles Schwab Corp. has upped the ante in the push to be the lowest-cost provider of target-date retirement funds, launching a new series of target-dated mutual funds on Thursday that edge out Vanguard Group and Fidelity Investments to claim...

American Funds' platform puts target-date funds under a microscope

June 1, 2016

American Funds is offering financial advisers a tool for evaluating target-date funds that adheres to the guidance from the Department of Labor. The Target Date ProView platform uses Morningstar data to evaluate all 57 target-date fund series....

Investors poured $32 billion into bonds in March with Vanguard, BlackRock dominating

April 15, 2016

Investors poured an estimated $31.9 billion into bond funds in March, and investment advisers did much of the pouring. The inflow to bond funds was the most since January 2013, when bond funds saw a net $32.6 billion come in, says Morningstar,...

Vanguard extends target-date fund dominance

April 12, 2016

Vanguard Group extended its lead last year as the largest provider of target-date mutual funds, continuing to put distance between itself and second-place Fidelity Investments, which it dethroned for the top spot in 2014. Vanguard managed $224.9...

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%...

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