In 2025, target-date funds continued on the track of three trends investors can be relatively pleased about. For one, they've gotten bigger. The total amount of investor money in these funds reached ...
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What Is a Target-Date Fund?

What Is a Target-Date Fund? A target-date fund is an investment vehicle that automatically adjusts the asset allocation mix as the investor approaches retirement. These funds are designed to provide a ...
I’ll admit to not being the biggest fan of what are referred to as target date funds, which allocate assets across stocks, bonds and possibly other assets, in line with an expected retirement year.
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 ...
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’ ...
Their simplicity makes the funds appealing, but they could leave many workers near retirement, particularly baby boomers, short on savings. By Brian J. O’Connor Target-date mutual funds are promoted ...
A target-date fund is a long-term investment built around a specific retirement year. It combines multiple asset classes inside a single structure and automatically adjusts its asset allocation over ...