Results for "target date funds"

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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...

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...

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