Target-date funds are a great way for investors to gain exposure to investments that match the risk tolerance best suited to their current stage of life. The funds allow investors to: Vanguard, ...

Net flows increased to $156 billion last year. Investors continue to invest their retirement savings in target-date strategies. The industry hit a record $3.5 trillion at the end of 2023, it’s clear ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

The best target-date funds dominate US retirement plans because they simplify portfolio management at scale. These strategies package asset allocation and rebalancing into a single fund tied to a ...

This article discusses Fidelity's target-date funds.

Target-date funds, the set-it-and-forget-it investment, are about to get a little riskier for one group of workers, BlackRock said. People are living longer and earning steady income for longer ...

A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as ...

The third quarter was a good one for the capital markets and for target date fund investors. Small-cap stocks led the U.S. stock market in the quarter, returning 12.4% (Russell 2000 Index), while ...

A target-date fund is a long-term investment built around a specific retirement year. It combines multiple asset classes inside a single structure and automatically adjusts its asset allocation over ...

The investment seeks high total return until its target retirement date; thereafter the fund’s objective will be to seek high current income and, as a secondary objective, capital appreciation.

We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...

During Q4 2025, all 10 of the Nationwide TD Funds posted positive returns. All funds outperformed their respective ...