Data & Research May 30th, 2024 Investor Shifts Herald ‘Irreversible Decline’ for Mutual Funds A Broadridge study shows the continued shift away from mutual funds to ETFs and stocks by individual investors; separate Simfund...
Products & Services May 15th, 2024 TDF Flows Bounce Back in Q1 The country’s top ten target date fund providers posted net inflows of $10.5 billion to start 2024, beating a lackluster...
Client Service January 22nd, 2024 American Funds Maintains Largest TDF Inflows in 2023 The TDF manager brought $19.8 billion into its TDF investments in 2023, highest among U.S. managers.
Data & Research October 23rd, 2023 TDF Assets Through Q3 Dip Slightly, Still Outpacing ‘22 American Funds had the strongest inflows for a second consecutive quarter among the top ten TDF providers, according to Simfund,...
The Markets July 19th, 2023 American Funds Sees Strongest TDF Inflows in Q2 Vanguard saw the second most inflows, according to Simfund, as overall target-date fund assets ended at a robust $1.63 trillion.
The Markets April 24th, 2023 TDF Asset Growth Off to Good Start in ‘23, Still Below Record ‘21 American Funds and Vanguard captured the most new TDF inflows in the year’s first quarter.