Target-Date Series Research Paper: 2011 Industry Survey.

New asset flows into target-date mutual funds represent nearly a third of firms’ net new assets; Fidelity unseats Vanguard as lowest-cost target-date series in the industry Morningstar, Inc. (NASDAQ: MORN), a leading provider of independent investment research, today announced findings from its 2014 target-date series research paper.

Vanguard Research May 2015 n Research indicates that many investors lack time for or interest in retirement planning.1 Target-date funds (TDFs) are designed to help them build a professionally diversified portfolio and achieve their retirement goals. n Vanguard TDFs are constructed based on investment best practices, including the principles of asset allocation, diversification, transparency.

Target-Date Series Research Paper: 2012 Industry Survey pot. Contributors: David Falkof, Mutual Fund Analyst Xin Ling, Senior Developer Kathryn Spica, Mutual Fund Analyst Morningstar Fund Research May 2012 Authors: Josh Charlson, Ph.D., Senior Mutual Fund Analyst Laura Pavlenko Lutton, Editorial Director Target-Date Series Research Paper: 2012 Industry Survey Target Date Series Research Paper.

Morningstar Announces Findings from 2014 Target-Date Series Research Paper New asset flows into target-date mutual funds represent nearly a third of firms' net new assets; Fidelity unseats.

The research uncovered a great deal of variation in equity allocation between target dates series, but consensus was 50% equity exposure. January 2009 paper found that most target date series designated 50% of their allocation at retirement to equity investments (figure 3). This is still the case, as evidenced by the mode data in Figure 4; however, the average has decreased from 43% to 40%.

The U.S. Department of Labor has made it clear that plan sponsors must carefully evaluate target date series before adding them to a plan’s investment lineup, periodically re-evaluate any target date funds currently offered by the plan and document the process. 1 Yet evaluating and understanding target date funds can present challenges to plan sponsors. Although the funds are designed to.

The Target Date Series is a set of 10 strategically diversified portfolios designed to simplify the asset allocation process for retirement plan participants over time, including nine target date.

BirthStar has launched the second report in the Rethinking Retirement CPD research series, 'Lifecycle investing with target date funds'. Consumer demand and regulatory changes in the UK are.

According to a recent Morningstar research paper, the top 5 target date series of mutual funds account for over 85% of the assets invested in target date mutual funds. Of these 5 series, all are “through-retirement” funds 2 Asset Class Selection. It is likely that this practice will continue given the investment firm’s interest in retaining assets “through-retirement.” Asset Class.

New research shows widespread target-date fund misuse and misperceptions by defined contribution plan participants. Janus Investments' white paper shows that investors misunderstand the role of target date funds in their overall portfolio and rely heavily on their employer for investment advice. We thank them for their sponsorship.

The major equity percentage increase for both target-date series' glidepaths will affect fund vintages that are at least 30 years away from a fund pegged to a retirement date. For example, if a.

American Funds Target Date Retirement series re-mains a strong choice thanks to its impressive under-lying funds and low fees, solidifying its Morningstar Analyst Rating of Silver. The series.