Business Intelligence | From W.D. Strategies on MSN

What is a target date fund - and is it dragging down your 401(k)?

You open your 401(k) statement and there it sits: a fund with a year somewhere in the title. Maybe it's 2050 or 2040. Simple ...
Empower Funds, Inc., located in Greenwood Village, CO, has been in business for over 30 years and has more than 40 mutual funds across active and passive strategies, target date and risk allocation, ...
The investment seeks capital appreciation and income consistent with its current asset allocation; after 2065, it seeks income and secondarily capital growth. The fund seeks to achieve its objective ...
Target-date funds (TDFs) are perhaps the biggest "cheat code" in the investment world. It's a living, breathing portfolio in a single product, providing access to multiple variations of stocks and ...
Target-date funds, known as TDFs, are a one-stop shop for retirement savers. They are poised to capture about two-thirds of all 401(k) plan contributions by 2027, per one estimate. They are ...
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’ ...
Zaw Thiha Tun is currently an investment advisor for PI Financial Corp. He is also a financial writer on a wide variety of topics. Katie Reilly is a former Editor of Trading and Investing at ...
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the ...