Tag: TDFs vs. Balanced Funds

The Art of Comparing TDF and Balanced Fund Performance

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.

Seeing the Bigger QDIA Picture

Are custom solutions worth the effort? Is passive more appropriate than active? It all depends on the adviser and the client.