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 best target-date funds dominate US retirement plans because they simplify portfolio management at scale. These strategies package asset allocation and rebalancing into a single fund tied to a ...

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 ...

Assets in U.S. mutual fund and collective investment trust target-date series grew 21% in 2025, reaching $4.8 trillion, Sway ...

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 ...

Wall Street may be the only place in America where strangers will come up to you out of the blue and try to hand you free money. It doesn’t happen often, but it does happen. And some new research ...

PGIM Target Date Funds reported Q4 2025 returns ranging from 1.3% to 3.2% amid a positive quarter for capital markets. Read ...

The investment seeks a high level of total return through its target date; Thereafter, the fund primarily seeks high current income and secondarily capital appreciation. Under normal conditions, the ...