Asset managers are using a new strategy to help investors manage their retirement spending: target-date funds featuring annuities. Since the introduction of defined-contribution plans in the 1980s, ...

I’ll admit to not being the biggest fan of what are referred to as target date funds, which allocate assets across stocks, bonds and possibly other assets, in line with an expected retirement year.

Morningstar tracks 53 target-date fund series, run by 29 companies. Among that group, the two largest families dominate, as Vanguard and Fidelity manage more than half the industry’s target-date fund ...

Why do target-date funds make ideal IRA investments? Here to discuss this topic is Jason Kephart, a senior principal with Morningstar’s manager research team. The interview has been edited for length ...

Why do target-date funds make ideal IRA investments? Here to discuss this topic is Jason Kephart, a senior principal with Morningstar’s manager research team. The interview has been edited for length ...

Target Date portfolios provide a diversified exposure to stocks, bonds, and cash for those investors who have a specific date in mind (in this case, the years 2026-2030) for retirement or another goal ...

The target date market continues to expand rapidly in 2025, building on last year’s gains, with new trends reshaping how retirement solutions are designed and delivered. The latest mid-year study from ...

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