I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

American Funds 2015 Trgt Date Ret Inc Fd has an expense ratio of 0.37 percent.

The investment seeks a high level of total return through its target date; Thereafter, the fund primarily seeks high current income and secondarily capital appreciation. Under normal conditions, the ...

Target-date funds (TDFs) are perhaps the biggest "cheat code" in the investment world. It's a living, breathing portfolio in a single product, providing access to multiple variations of stocks and ...

Target-date funds are a great way for investors to gain exposure to investments that match the risk tolerance best suited to their current stage of life. The funds allow investors to: Vanguard, ...

Target-date funds are at the center of millions of Americans 401(k) plans. Over the past 15 years some have performed a lot better than others.

Vanguard is aiming to make generating income from your target-date fund in retirement easier. The firm announced it has launched a new target-date series that gives investors the option to incorporate ...

Managed accounts labeled as QDIAs are not truly managed for defaulted participants, as personalization without engagement is ineffective and potentially harmful. Personalized Target Date Accounts ...