Tag: Lifecyle funds
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Dow Jones Indexes Announces Target Date Additions
Dow Jones Indexes has updated its Dow Jones Target Date index series.
Folio Offers MarketGlide ETF Target-Date Portfolios
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.
Schwab Finds Target-Date Funds Performed Well
In examining the performance of its suite of target-date funds during the previous two years, Schwab found many funds outperformed the overall market and recovered nearly all losses.
AB Adds Volatility Management to Target-Date Offerings
AllianceBernstein is taking steps to smooth out the bumps in the road for its target-date fund family.
T. Rowe Takes Top Spot in Russell Target-Date Metrics
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.
Report Finds Flaws in Target-Date Participant Assumptions
A new report says actual participant behavior is more varied and volatile than most target-date funds assume.
Triumvirate Teams for Target-Date Offering
Three firms have combined forces to offer target-date and composite-based exchange-traded fund (ETF) models for qualified plans.
Dow Jones Adds 2050 Funds to Target-Date Offerings
Dow Jones Indexes has added three funds to its target-date fund offerings, timed for those retiring around 2050.
Senator Says Target-Date Legislation Coming
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.
Some Target-Dates Visit the ‘Junk’ Shop
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.
DoL: Advisers to Funds in Target-Dates not Fiduciaries
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...
S&P Expands Family of Target Risk Indices
Standard & Poor's has expanded its family of target-risk indexes with the launch of the S&P MATRIX Target Risk Index.