Many funds incur a substantial cost from how they go about rebalancing, possibly exceeding these funds’ total trading costs ...

Mutual funds, including target date funds, can be actively or passively managed. Mutual funds that are passively managed simply track a financial index and therefore tend to have lower fees.

However, many target-date funds actually held more equities on average than balanced funds through those 15 years. The Vanguard Balanced Index fund (VBINX), for example, was matched or beaten out in ...

Target date funds are one of the least-involved retirement planning options. Index funds and related products are somewhat more involved, as you'll need to determine which funds to focus on and ...

Quantitative and qualitative analysis guide allocation to an investment menu of eight in-house, index-tracking exchange ... allocation in the 2065+ target-date fund category to 35.7% in the ...

Former CAES Systems LLC employees challenging the American Century target date funds in their retirement plan saw their ...

A 401 (k) plan will typically offer a range of investments, maybe even a few dozen mutual funds. Some 401 (k) plans may also ...

The series' equity portfolio consists of two index funds: Vanguard Total Stock Market ... both critical to the research behind this target-date series. Aliaga-Diaz also serves as vice chair ...

Target Date Funds have emerged as a pivotal innovation, simplifying the process of saving for retirement, especially for individuals who may lack the expertise or time to manage their investment ...

Target-date funds keep evolving into a bulwark against panic trading by defined contribution plan participants, an opportunity for private market investing and a vehicle for guaranteed retirement ...