Tag: Lifecycle Funds

Target maturity funds enjoyed their second quarter in a row of positive returns, and on an annual basis significantly outperformed the S&P 500 Index, according to the Ibbotson...

Target-date funds have drawn a lot of scrutiny of late, but a new survey suggests that participants still have confidence in the approach. 

Asset-allocation fund solutions have, to put it mildly, exploded on the retirement plan scene—aided in no small measure by the sanction of the Department of Labor’s final regulations...

The regulatory tone is shifting in Washington, and plan advisers and their clients should be ready for changes, asserted speakers at the PLANADVISER National Conference.

The asset allocation of target-date funds has been a hotly debated topic, especially as the financial crisis has put them under the microscope.

Somewhere in the course of your professional life, you have no doubt heard (or used) the expression about what happens when you assume1.

Russell Investments has developed a methodology to provide investors with a way to measure and compare target-date fund families.

Fidelity Investments is increasing the international equity exposure and adding Treasury Inflation-Protected Securities to its lifecycle funds.

Nearly half (47%) of employers are now automatically enrolling participants into a retirement plan and another third are seriously considering it, a new survey found.

Putnam Investments has developed what the firm calls the first suite of target-date funds that integrate target absolute return strategies with traditional mutual funds.

When it comes to employee benefit plans, there’s a new sheriff in town. 

Standard & Poor’s Equity Research Services has upgraded its open-end mutual fund research product for financial advisers with bottom-up research about a fund’s holdings.

If you want to get a quick sense of just how fast time flies, consider that it was only a year ago this week that Lehman Brothers filed...

A new Morningstar analysis gave Vanguard Target Retirement target-date funds the highest possible rating for its “best practices and low fees.”

Large U.S. companies have made changes to the investment lineups of their defined contribution (DC) plans, according to Watson Wyatt.

A new survey found that in addition to reducing 401(k) contributions, employers are looking to cut cost by negotiating fees with their providers or advisers.

As a kid, I remember sitting in church listening to a sermon about what I have since come to know as the “parable of the talents,”...

Now that all the hype and barrage of new offerings in the market have died down, is there still opportunity in target-date funds for asset managers?

Asset International, Inc. (‘AI’) has agreed to acquire Strategic Insight (“SI”), a research and technology firm serving the investment management industry.  

The stock market rally that continued throughout the second quarter ended the string of six consecutive quarters in which the average target-date fund lost money, according to the...