Tag: Lifecycle Funds

Advisers could be looking at some changes on target-date funds next year—and maybe a change in certain mutual fund fees.

Target-date funds with high equity allocation at retirement have come under fire lately, but T. Rowe Price is sticking with its strategy.

Callan Associates has launched a set of target-date fund analytics for individual funds as well as fund families.

Amid the continuing industry debate over getting workers to retirement versus through retirement, John Hancock has extended its target-date portfolio glide path for another 20 years.

Half of employers now offer workers outside investment advisory services, including advice, guidance, and/or managed accounts, according to Hewitt Associates.

BrightScope, a 401(k) data and analytics firm, and Target Date Analytics LLC, a consulting and research firm, unveiled the BrightScope On Target Index to help measure the risk...

A new report predicts that rapid growth will restructure the asset allocation and packaging of target-date products and that target-date and target-risk retirement vehicles will attract 80% of...

Invesco Aim has made some changes to the firm’s target-date funds.   

Prudential Financial has been talking about a new kind of retirement – now the firm has rolled out those ideas as a product design.

J.P. Morgan Funds has launched an online version of its target-date evaluation program, the Target Date Compass.

This week a Senate committee will once again take up the topic of target-date funds. 

The American Funds Target Date Retirement series is making plans to add a new fund to the series.

The Securities and Exchange Commission (SEC) is taking a hard look at retirement products, including the positioning of target-date funds.

Target maturity funds enjoyed their second quarter in a row of positive returns, and on an annual basis significantly outperformed the S&P 500 Index, according to the Ibbotson...

Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach. 

The asset allocation of target-date funds has been a hotly debated topic, especially as the financial crisis has put them under the microscope.

Russell Investments has developed a methodology to provide investors with a way to measure and compare target-date fund families.

Fidelity Investments is increasing the international equity exposure and adding Treasury Inflation-Protected Securities to its lifecycle funds.

Nearly half (47%) of employers are now automatically enrolling participants into a retirement plan and another third are seriously considering it, a new survey found.

Putnam Investments has developed what the firm calls the first suite of target-date funds that integrate target absolute return strategies with traditional mutual funds.