Target date funds
Fidelity Investments is becoming aggressive in the low-cost battle against index fund giant Vanguard Group.
December 04, 2013 | 04:17 pm
Morningstar Inc. has upgraded its ratings on The Charles Schwab Corp.'s target-date funds to “neutral,” from “negative,” because of improved performance, new leadership and...
November 11, 2013 | 12:01 am
Board of Pensions of the Presbyterian Church (USA), Philadelphia, will add a target-date fund lineup managed by Fidelity Investments to its 403(b) plan.
November 04, 2013 | 03:36 pm
Fidelity Investments will boost equity target allocations in most of the portfolios in its Fidelity Freedom target-date fund strategies.
September 26, 2013 | 03:06 pm
Target-date funds are becoming part of the conversation about getting Asia's risk-wary investors to shift defined contribution retirement savings from deposit-like instruments into higher-yielding...
August 19, 2013
Allocations to fixed income provided little safe harbor for investors in near-dated target date funds, as bonds' poor performance in the second quarter clobbered the most conservative offerings.
August 09, 2013 | 11:36 am
Halliburton Co., Houston, added custom target-date funds for the first time to its Retirement and Savings Plan.
June 17, 2013 | 03:09 pm
The U.S. Department of Labor's Employee Benefits Security Administration guidance on selecting and monitoring target-date funds in 401(k) and similar participant-directed individual account plans...
June 10, 2013
T. Rowe Price Group announced on Wednesday it will launch a second suite of 11 target-date funds, which it will call the T. Rowe Price Target Retirement Funds.
May 22, 2013 | 03:56 pm
American Century Investments will change the name of its Livestrong Portfolios target-date funds suite.
May 06, 2013 | 09:23 am
Plexus Corp., Neenah, Wis., revamped the investment lineup for its $202 million 401(k) plan.
April 18, 2013 | 02:07 pm
The SEC should revisit its proposed rule on target-date funds, the agency's investor advisory committee recommended at its meeting Thursday.
April 12, 2013 | 04:00 pm
Chevron Corp., San Ramon, Calif., added a series of 11 Vanguard target-date trusts to the investment lineup of its $16.1 billion Employee Savings Investment Plan.
April 11, 2013 | 03:52 pm
Hewitt EnnisKnupp plans to launch a very small family of new target-risk funds in the “imminent” future.
April 09, 2013 | 04:01 pm
Target-date funds could claim the largest share of defined contribution plan asset allocations within the next five years based on the funds' current growth rate, said Lori Lucas, executive vice...