Results for "target date funds"

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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...

OppenheimerFunds seeks to rebuild retirement plan cred

September 27, 2012

OppenheimerFunds is back in the retirement game, but not with target date funds. The asset manager hopes to make waves in the 401(k) space with Class I mutual fund offerings, a slate of 21 funds that run the gamut from developing markets (ODVIX)...

American Century won't backpedal on Lance Armstrong's charity

August 24, 2012

Lance Armstrong may have given up his fight against the U.S. Anti-Doping Agency, but mutual fund firm American Century Investments isn't giving up on him. Mr. Armstrong, the famous cancer survivor and bicycling superstar, was officially stripped...

J.P. Morgan set to kick down the 401(k) door for ETFs

July 26, 2012

Exchange-traded funds may have finally found their passport to the profit-generating world of 401(k) plans. J.P. Morgan Asset Management plans to launch a series of target date funds that will use both actively managed funds and ETFs. “This...

Morningstar: Not enough disclosure in target date disclosure

May 21, 2012

Morningstar Inc. urged the Securities and Exchange Commission to give retirement plan participants more information on the target date funds available in their 401(k)s. A May 18 comment letter asked the regulator to rethink its approach on target...

Advisers scratch their heads over changes at American

April 29, 2012

Is American Funds losing its touch with financial advisers? That is the question that some advisers are asking as Capital Research and Management Co., which runs the American Funds, prepares to take the wraps off a suite of mutual funds intended...

Target date funds lack alternatives

April 8, 2012

Financial advisers intent on including alternative investments in the target date retirement funds they advise are finding few choices available to them. “If an investment committee is looking for a suite of target date funds that use alternatives...

Look deeper in choosing target funds

February 19, 2012

As the popularity of target date funds has grown over the past five years, so too has the publicity around the differences among the managers and the wide variations in performance and risk exposure that can result. The lack of a consistent...

Exotic strategies a mixed bag for target funds

December 18, 2011

Mutual fund managers' use of exotic strategies, including leverage and derivatives, so far is yielding varying performance and mixed reviews from financial advisers. Firms using leverage and derivative-based strategies to boost the performance...

Advisers steering clear of target date funds that use exotic strategies

December 8, 2011

Mutual fund managers' use of exotic strategies, including leverage and derivatives so far is yielding varying performance and mixed reviews from financial advisers. Firms using leverage and derivative-based strategies in their target date funds...

Fee decline in target date funds likely to persist

November 6, 2011

Target date fund fees have been declining year by year and basis point by basis point, and more cuts seem likely. A proliferation of fund offerings, increased competition among providers and a greater willingness by defined-contribution-plan...

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