Results for "target date funds"

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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...

Schwab's target date funds in 'the hands of a novice': Morningstar

April 6, 2012

Morningstar Inc. this week gave The Charles Schwab Corp.'s target date funds a “negative” rating, pointing to a revolving door of managers at the funds. Analyst David Falkof gave the rating to a slate of funds in Schwab's series, going from...

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...

Automatic enrollment reduces savings disparity among ethnicities

October 10, 2011

Automatic enrollment in 401(k) plans levels the participation playing field among employees of different races. As part of a recent study, The Vanguard Group Inc. examined seven defined-contribution plans containing a total of 250,879 employees....

BlackRock's indexed target date funds aim at Vanguard, Fidelity

August 14, 2011

BlackRock Inc. may be touting its new indexed target date series, but it will face some tough competition from established players in the market. The company last week kicked off marketing efforts for its menu of indexed mutual funds for 401(k)...

Morningstar cuts ratings on funds from DWS, Schwab target series

August 14, 2011

Citing slumping performance and high costs, Morningstar Inc. has cut ratings on target date fund series from DWS Investments and Charles Schwab & Co. Inc. The downgrades of DWS' LifeCompass and Schwab's Schwab Target were part of Morningstar's...

Target date glide paths are ‘unstable' at some major plan providers

July 19, 2011

Target date fund families are known for having a conservative or aggressive glide path, but a new analysis shows that some families have made drastic changes to their glide paths over time. A new paper from Ibbotson Associates Inc. looked at...

Still too much cycle in life cycle funds, study finds

June 28, 2011

In theory, life cycle mutual funds should relieve investors of the thorny task of rejiggering their assets as they move through the stages of their lives. The idea? To transfer assets into less risky investments as investors approach retirement....

Morningstar hikes rating on JPMorgan's target date series

May 9, 2011

Pointing to improvements in corporate culture and stewardship grades, Morningstar Inc. has raised its ratings for J.P. Morgan Asset Management's target date funds. The hike places the SmartRetirement products on a par with target date funds...

Top 25 DC fund managers show 17% increase from 2009

May 1, 2011

The 25 defined-contribution money managers with the most mutual fund assets reported a combined total of $1.606 trillion as of Dec. 31, up 17% from a year earlier, according to sister publication Pensions & Investments' annual survey. It was...

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