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.

Measuring the Unmeasurable

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

QDIA Essentials

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

A Calculated Risk

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

An Elusive Target

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