Tag: Lifecycle Funds

Schwab Makes Target Funds Enhancements

Charles Schwab Investment Management, the asset management arm of the Charles Schwab Corporation, announced changes to its target-date mutual funds to enhance the portfolios and reduce expenses.
investment-oriented

Measuring the Unmeasurable

Nobody has agreed how best to benchmark lifecycle funds. What to consider when making that determination.
investment-oriented

QDIA Essentials

Choosing among target-date funds, balanced funds, and managed accounts
investment-oriented

A Calculated Risk

Risk-based funds remain popular on plan menus. Why some plans pick them, and how some advisers benchmark them
investment-oriented

An Elusive Target

With no industry consensus on how to benchmark target-date funds, what can advisers do?