Results for "target date funds"

Displaying 171 results

Sort: Date | Relevance

Author:

Those in managed accounts, target-date funds get better returns than DIY investors

May 17, 2018

Defined contribution plan participants who use managed accounts or target-date funds enjoy better investment returns net of fees than participants who invest on their own, said a survey by record-keeper Alight Solutions. Over a 10-year period...

Target-date-fund fees fall for ninth consecutive year

May 8, 2018

The average asset-weighted expense ratio for a target-date mutual fund series fell to 66 basis points in 2017, making it the ninth consecutive year the ratio has declined, said Morningstar's latest annual survey of target-date funds released...

Principal sued for stacking its TDFs with proprietary funds

April 19, 2018

Principal Financial Group has been sued for allegedly loading its target-date funds with costly and underperforming in-house investments, in the latest example of 401(k) participants targeting financial firms for purportedly enriching themselves...

Plan advisers, consultants question value of managed accounts

April 16, 2018

A narrow majority of defined-contribution-plan advisers and consultants say managed accounts provide less benefit to participants than target-date funds, according to a survey by Pacific Investment Management Co. Fifty-one percent of respondents...

U.S. target-date funds have strong home-country equity bias

April 10, 2018

Target-date funds generally still have a strong U.S. equity bias, according to a Mercer target-date report released Monday. The consulting firm's survey covered 68 off-the-shelf mutual fund and collective investment trust target-date series....

Fidelity maintains target-date volume; Vanguard comes out on top

March 22, 2018

Fidelity Investments remains the second-largest target-date fund provider, despite experiencing a total of $20 billion in outflows between the start of 2012 and the end of February. The company did have net inflows of $3.1 billion in 2017 after...

Passive target-date funds? No such thing

March 17, 2018

If your clients ask for a passively managed target-date fund, you might have to explain to them that there's no such thing — although you should certainly steer them to a low-cost target-date fund. Passive investing has taken investors' fancy...

Vanguard extends TDF dominance with 'unbelievable' growth

March 6, 2018

Vanguard Group has extended its grip on the target-date-fund market over the past few years, as attention to low costs and passive management continues to offer substantial tailwinds for the fund giant. Vanguard controlled $623 billion in total...

Active TDF managers push to compete on fees

February 20, 2018

Asset managers with actively managed target-date funds are pushing to lower fees in an environment of heightened cost sensitivity. Litigation accusing employers of having high retirement-plan fees and the difficult-to-benchmark nature of TDF...

Fidelity pushes Vanguard to compete on brand in 401(k) plans

January 24, 2018

Fidelity Investments' move to impose an additional fee on Vanguard Group assets is going to test plan sponsors' loyalty to the index-fund giant, according to retirement plan advisers, as employers are forced to choose between sticking with a...

Are you walking into a TDF trap?

January 22, 2018

Few investment products currently garner more attention than target date funds. Launched 30 years ago, TDFs are the most common qualified default investment alternative used in 401(k)s today, and they claim a sizable portion of the average investor's...

4 questions to ask before doing a 401(k) plan re-enrollment

December 22, 2017

Having a process to help plan sponsors with 401(k) plan re-enrollments is becoming table stakes for retirement plan advisers. Employers do re-enrollments to make sure plan participants have appropriate asset allocations and savings rates. During...

Wells Fargo sees big TDF outflows from mutual funds

November 20, 2017

Target-date funds are on track for a near-record year, but Wells Fargo & Co. doesn't seem to be participating in the boom. TDFs have catapulted to popularity over the past decade as 401(k) plan sponsors' preferred default investment, and flows...

How to select the right TDF for a 401(k) plan

August 15, 2017

Target-date funds are an attractive option for both plan advisers and participants. The promise of TDFs is that they are designed to protect investor assets from the risk of large losses stemming from inadequate or improper portfolio diversification....

Will new smart-beta strategies boost target-date funds' performance?

July 8, 2017

Target-date funds are the Energizer Bunny of the mutual fund world. As the industry struggles furiously for investors' money, target-date funds slide blithely by, with billions of dollars in new money flowing in. Now they're adding a little...

Fidelity, American Century adopting new TDF fee tactic as cost pressures grow

July 5, 2017

Two of the largest managers of target-date-fund assets, Fidelity Investments and American Century Investments, are changing how they assess fees in the multi-asset funds, at a time of heightened cost scrutiny and as TDFs capture an increasing...

Fidelity launches funds that can make RMDs for aging baby boomers

June 12, 2017

Fidelity Investments is hoping to rouse interest in an otherwise sleepy market for managed-payout funds by launching funds that can make required minimum distributions for investors, at a time when the first baby boomers have just started reaching...

Nuveen adds direct real estate to target-date funds

April 24, 2017

There are plenty of reasons why owning direct real estate inside a registered mutual fund could present challenges to a portfolio manager, but Nuveen is focusing on the potential upside by adding real estate to it TIAA-CREF Life Cycle Funds....

Getting mom and pop investors into private equity proves to be an elusive goal

April 21, 2017

Private equity firms are good at solving complex problems. What's stumping them? Normal people. Five years ago, Carlyle Group's David Rubenstein predicted a future where ordinary savers would be able to invest in private equity, an industry...

Fees, lawsuits top concerns for defined contribution executives

April 17, 2017

Fees and litigation fears dominate the thinking of defined contribution plan executives and their consultants even though plan costs have come down over the years, according to a new survey by Pacific Investment Management Co., Newport Beach,...

Next Page »

1 | 2 | 3 | 4 | 5 ... 9

X

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting investmentnews.com? It'll help us continue to serve you.

Yes, show me how to whitelist investmentnews.com

Ad blocker detected. Please whitelist us or give premium a try.