Articles tagged "Target Date Funds"
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T. Rowe Price criticized in 2020 for radically hiking equities -- and risk -- in target date funds, now sees bet pay-off as S&P 500 and TDF returns soar
87 year-old Baltimore fund shop now ranks behind only Fidelity and Vanguard in TDF market with one of the most aggressive strategies in the industry.
February 13, 2024 at 4:58 AM
Why I use target date funds for some 401(k) clients in my RIA but with exaggerated scrutiny and care
The set-and-forget products have enormous potential for good but may also be a fiduciary nightmare
March 21, 2014 at 4:29 PM
After 'a lot of flak' Fidelity Investments does a study and pledges to change how it manages its $170 billion of target date funds
The Boston giant announces findings to justify its surprising embrace of stocks but skeptics say Fidelity is under pressure to conform with rivals T. Rowe Price and Vanguard Group
September 27, 2013 at 4:56 AM
Jim Lauder rebuts RIABiz article on the failure of target date funds
By 2020, an estimated 70% of all assets in defined contribution plans could be in target date funds -- and that's a good thing, according to the author
July 31, 2013 at 5:48 AM
Why target date funds fail in the one area they're supposed to succeed -- downside protection
SEC recommendations about the inherent risk of target date funds are more controversial than their author's realize, says a veteran risk assessor
July 22, 2013 at 3:40 AM
Yesterday's proposed DOL regs underscore why default investments are the 401(k) market's giant untapped opportunity
Regulators' so-far soft approach on target date funds leaves door open for advisors to compete
November 30, 2010 at 4:35 AM
What the alternative is to ill-conceived Target Date Funds
The popular savings vehicle may be structured for bad performance
