The outputs of a hypothetical model based on historical net asset values for balanced funds and target-date funds show just how complicated it can be to compare the relative merits of the two approaches to asset allocation. As it turns out, balanced funds, though less popular, might deserve another look.
Tag: TDFs vs. Balanced Funds
Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.
Both options hold more than a trillion dollars in assets; weighing their relative merits remains an important task for advisers and their clients.