If you put money into your employer's 401(k) without specifically choosing investments, there's a good chance your money will ...

Your clients may have never heard of them, but collective investment trusts (sometimes called “CITs”) are increasingly dominating 401 (k)s. Whether this is good news or bad news is practically a moot ...

Target-date funds are a great way for investors to gain exposure to investments that match the risk tolerance best suited to their current stage of life. The funds allow investors to: Vanguard, ...

We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...

The third quarter was a good one for the capital markets and for target date fund investors. Small-cap stocks led the U.S. stock market in the quarter, returning 12.4% (Russell 2000 Index), while ...

A fee-only financial advisor for both retirement plans and individuals, Roger Wohlner worries that target date funds—which invest in a mix of assets with the aim of reducing equity exposure as ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

The popular fund house that John C. Bogle built manages some of the best-known broadly diversified stock funds, ...

The investment seeks high total return until its target retirement date; thereafter the fund’s objective will be to seek high current income and, as a secondary objective, capital appreciation.

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

PGIM Target Date Fund performance relative to custom benchmarks was mixed in the second quarter. A higher percentage of overall bond exposure allocated to TIPS detracted from results in the quarter.

The investment seeks high total return until its target retirement date; thereafter the fund's objective will be to seek high current income and, as a secondary objective, capital appreciation. The ...