Tag: Lifecycle Funds

Morningstar's 2010 Target-Date Series Industry Survey finds target-date funds are performing well and becoming increasingly popular, but there is still room for improvement.

Dow Jones Indexes has updated its Dow Jones Target Date index series.

Online brokerage Folio Investing has added Business Logic Corp.'s MarketGlide Folios to its inventory of brand-name investment strategies from third-party market professionals.

Once again, 401(k) participants that were inclined to rebalance their accounts tended to chase the market.

AllianceBernstein is taking steps to smooth out the bumps in the road for its target-date fund family.

It is a long-accepted tenet that most retirement plan participants want—and need—help to make good investment decisions, and a new study suggests that it makes a difference.

Performance for target-maturity funds in 2009 almost made a complete 360 from 2008, according to the Ibbotson Target Maturity Report Q4 2009.

The T. Rowe Price Retirement Target-Date Fund family came out in the lead of Russell Investments’ top five funds of the fourth quarter of 2009.

A new report says actual participant behavior is more varied and volatile than most target-date funds assume.

Three firms have combined forces to offer target-date and composite-based exchange-traded fund (ETF) models for qualified plans.

Dow Jones Indexes has added three funds to its target-date fund offerings, timed for those retiring around 2050.

Employers need to take steps to make defined contribution (DC) plans better primary savings vehicles, said Jamie Kalamarides, senior vice president of retirement solutions at Prudential Retirement.

Regulators might already be taking a harder look at target-date funds, but it now looks as though Congress will get into the mix as well.

A Bloomberg news report said six of the nine largest U.S. target-date fund providers by assets have junk bonds in their 2010 portfolios.

In an advisory opinion, the U.S. Department of Labor (DoL) addressed whether investment advisers to the mutual funds underlying target-date funds used in a retirement plan are plan...

Fund manager AllianceBernstein has newly registered six global asset allocation funds, according to Simfund Filing, a product of Strategic Insight, an Asset International company.

The head of the Department of Labor's Employee Benefits Security Administration (EBSA) said today that the agency plans to release its long-awaited regulation dealing with providers’ fee disclosure...