The allocation process for a target-date fund may be more than shifting from equities to fixed income over time. Instead, to maintain an appropriate balance at different lifecycle stages, there may be ...

A common criticism of target-date funds is that they group investors by a single factor, usually age or its counterpart, time remaining to the participant’s projected retirement date. A fund’s ...

Target date funds are essentially a blend of stocks and bonds. They start with a more aggressive investment strategy and gradually shift towards a more conservative approach as the investor nears the ...

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. New research from Morningstar shows that the glide paths of target-date funds continue to shift more heavily toward equities. What does ...

Today’s market outlook seems more challenging for investors - including defined contribution plan participants. For investors seeking new avenues to enhance return and diversification potential, ...

Bonds have kept pace with stocks throughout U.S. market history A 'glide path' retirement strategy more often than not falls short of a simple, constant 60% stock/40% bond portfolio allocation. Your ...

Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...