Investors’ favorite hands-off retirement savings tools, target-date strategies, reached a record high of $3.5 trillion in assets under management at the end of 2023. Investors poured $156 billion of ...

I’ll admit to not being the biggest fan of what are referred to as target date funds, which allocate assets across stocks, bonds and possibly other assets, in line with an expected retirement year.

Target-date funds (TDFs) are perhaps the biggest "cheat code" in the investment world. It's a living, breathing portfolio in a single product, providing access to multiple variations of stocks and ...

Target-date investment strategies accounted for more than $4 trillion in assets across mutual fund and collective investment trust vehicles as of the end of 2024. If target-date funds were a country’s ...

Why do target-date funds make ideal IRA investments? Here to discuss this topic is Jason Kephart, a senior principal with Morningstar’s manager research team. The interview has been edited for length ...

For years, I ran my own business, and right around this time of year, I would get whipped up trying to pick mutual funds for my Individual Retirement Account (IRA). As the April 15 tax filing deadline ...

BlackRock (NYSE: BLK) has been selected by Great Gray Trust Company, LLC to provide a custom glidepath that strategically allocates across public and private markets for Great Gray’s first target date ...

The T. Rowe Price Retirement 2025 Fund is part of the increasingly popular category known as target-date funds. These funds invest in global stocks and bonds, shifting the asset mix toward a more ...