Results for "target date funds"

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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...

In rare move, Vanguard beefs up international exposure in target date funds

February 26, 2015

The Vanguard Group Inc. is beefing up its target date fund lineup with an institutional share class. It is simultaneously making what could be described as a market call with allocation shifts of 10 percentage points to international from domestic...

Fidelity records massive profit, despite fund outflows

February 12, 2015

Fidelity Investments increased its earnings by 29% last year, to a record $3.4 billion, despite surging investor redemptions of its mutual funds. The company's fund outflows — and its continued evolution to a diverse investment and service...

The best- and worst-performing target date funds

February 1, 2015

The target date fund series promoted by J.P. Morgan Asset Management is thriving. The firm's SmartRetirement series was ranked No. 1 or No. 2 in the fourth quarter in six target date categories. The firm's decisions panned out when other fund...

Custom target date funds gaining in DC plans: Report

January 16, 2015

Defined-contribution plans are sharply cutting back on target date funds offered by record-keepers but expanding use of custom target date funds, according to a survey by Callan Associates. In an annual survey of DC plan executives released...

The right glide path for smaller accounts

January 4, 2015

The debate about target date funds revolves around the nature of the glide path and how aggressive it should be with respect to the equity allocation near the retirement date. It's not a black or white question. As with other investments, what's...

Lifetime income to reach defined-contribution retirement plans, but not anytime soon

December 22, 2014

New guidance from the IRS and Department of Labor on using annuities in target date funds will encourage greater use of lifetime income options in defined-contribution plans. But don't expect an immediate rush by DC plans to embrace such options....

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...

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