The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be ...

A common criticism of target-date funds is that they group investors by a single factor, usually age or its counterpart, time remaining to the participant’s projected retirement date. A fund’s ...

Defined contribution retirement plan sponsors are currently selecting target-date funds (TDFs) in a handful of ways, said Nathan Voris, director of sponsor and workplace solutions at Morningstar ...

We are living in an age where convenience, digital technology, and no-fuss, auto-pilot protocols often are preferred over laborious, detailed methods that might yield higher quality at a ...

The problem with a one-size-fits-all philosophy is that it never truly fits everyone. Thanks to many employers auto-enrolling employees in a 401(k), target-date funds have grown in popularity as a ...

Target date funds are essentially a blend of stocks and bonds. They start with a more aggressive investment strategy and gradually shift towards a more conservative approach as the investor nears the ...

The following is our latest Fund Analyst Report for BlackRock LifePath Index target-date series. Morningstar Premium Members have access to full Analyst Reports such as this for more than 1,000 of the ...

Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...

“The COVID pandemic itself didn't fundamentally change how risk management for pension plans should be addressed, but it did confirm why it’s important to have a sound risk management framework,” said ...

The BlackRock LifePath Index target-date series’ exceptional team, robust resources, and well-calibrated approach continue to earn a Morningstar Analyst Rating of Gold for its cheapest share classes ...